FAS Wealth Partners’s United Parcel Service UPS Stock Holding History

FAS Wealth Partners’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 Q2	–	Sell	-10,914	Closed	-$1.62M	–	449
2024 Q1	$1.62M	Buy	10,914 +133	+1%	+$20.2K	0.14%	122
2023 Q4	$1.7M	Buy	10,781 +1,883	+21%	+$285K	0.16%	119
2023 Q3	$1.39M	Buy	8,898 +489	+6%	+$84.4K	0.15%	119
2023 Q2	$1.51M	Buy	8,409 +749	+10%	+$133K	0.19%	100
2023 Q1	$1.49M	Buy	7,660 +237	+3%	+$43.5K	0.16%	115
2022 Q4	$1.29M	Buy	7,423 +950	+15%	+$164K	0.15%	125
2022 Q3	$1.05M	Buy	6,473 +1,262	+24%	+$239K	0.12%	124
2022 Q2	$951K	Buy	5,211 +868	+20%	+$158K	0.1%	131
2022 Q1	$931K	Buy	4,343 +1,014	+30%	+$215K	0.09%	139
2021 Q4	$714K	Buy	3,329 +1,308	+65%	+$266K	0.07%	157
2021 Q3	$368K	Buy	2,021 +746	+59%	+$147K	0.03%	212
2021 Q2	$265K	Buy	+1,275	New	+$255K	0.02%	245

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FAS Wealth Partners's UPS Position: Q2 2024 in Review

FAS Wealth Partners sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 10,914 shares — an estimated $1.62M sold.

FAS Wealth Partners first reported a position in UPS in Q2 2021 and held it in 12 quarters. The position peaked at $1.7M in Q4 2023. 2,173 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

FAS Wealth Partners reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
FAS Wealth Partners sold 10,914 United Parcel Service shares in Q2 2024, an estimated $1.62M.
FAS Wealth Partners first reported a position in United Parcel Service in Q2 2021 and held it in 12 quarters.
FAS Wealth Partners's United Parcel Service position peaked at $1.7M in Q4 2023.
2,173 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on FAS Wealth Partners's 13F filing for Q2 2024, filed 29 Jul 2024.