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Dynamic Wealth Strategies’s United Parcel Service UPS Stock Holding History

Dynamic Wealth Strategies’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-343
Closed -$47K – 213
2024
Q3 		$47K Hold
343
– – 0.04% 128
2024
Q2 		$47K Hold
343
– – 0.04% 125
2024
Q1 		$51K Hold
343
– – 0.04% 127
2023
Q4 		$53.9K Buy
+343
New +$51.9K 0.05% 115

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dynamic Wealth Strategies's UPS Position: Q4 2024 in Review

Dynamic Wealth Strategies sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 343 shares — an estimated $47K sold.

Dynamic Wealth Strategies first reported a position in UPS in Q4 2023 and held it in 4 quarters. The position peaked at $53.9K in Q4 2023. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Dynamic Wealth Strategies reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Dynamic Wealth Strategies sold 343 United Parcel Service shares in Q4 2024, an estimated $47K.
  • Dynamic Wealth Strategies first reported a position in United Parcel Service in Q4 2023 and held it in 4 quarters.
  • Dynamic Wealth Strategies's United Parcel Service position peaked at $53.9K in Q4 2023.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Dynamic Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.