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FFT Wealth Management’s United Parcel Service UPS Stock Holding History

FFT Wealth Management’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
2021
Q4 		– Sell
-1,112
Closed -$203K – 103
2021
Q3 		$203K Buy
1,112
+122
+12% +$24.1K 0.02% 88
2021
Q2 		$206K Buy
+990
New +$198K 0.05% 62

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

FFT Wealth Management's UPS Position: Q4 2021 in Review

FFT Wealth Management sold out of United Parcel Service (UPS) in Q4 2021, closing a stake of 1,112 shares — an estimated $203K sold.

FFT Wealth Management first reported a position in UPS in Q2 2021 and held it in 2 quarters. The position peaked at $206K in Q2 2021. 2,229 funds tracked by Wall St. Rank hold UPS as of Q4 2021.

  • FFT Wealth Management reported no remaining United Parcel Service position as of Q4 2021 after selling out during the quarter.
  • FFT Wealth Management sold 1,112 United Parcel Service shares in Q4 2021, an estimated $203K.
  • FFT Wealth Management first reported a position in United Parcel Service in Q2 2021 and held it in 2 quarters.
  • FFT Wealth Management's United Parcel Service position peaked at $206K in Q2 2021.
  • 2,229 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2021.

Based on FFT Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.