Financial Synergies Wealth Advisors’s United Parcel Service UPS Stock Holding History

Financial Synergies Wealth Advisors’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	-244	Closed	-$36.3K	–	447
2024 Q1	$36.3K	Buy	244 +232	+1,933%	+$35.3K	﹤0.01%	151
2023 Q4	$2.09K	Sell	12 -227	-95%	-$34.3K	﹤0.01%	243
2023 Q3	$37.3K	Buy	239 +230	+2,556%	+$39.7K	0.01%	130
2023 Q2	$1.61K	Sell	9 -51	-85%	-$9.05K	﹤0.01%	315
2023 Q1	$11.6K	Buy	60 +48	+400%	+$8.8K	﹤0.01%	226
2022 Q4	$2.09K	Buy	12 +4	+50%	+$692	﹤0.01%	243
2022 Q3	$1.29K	Buy	8 +2	+33%	+$379	﹤0.01%	264
2022 Q2	$1.1K	Buy	+6	New	+$1.09K	﹤0.01%	298

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

Financial Synergies Wealth Advisors's UPS Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 244 shares — an estimated $36.3K sold.

Financial Synergies Wealth Advisors first reported a position in UPS in Q2 2022 and held it in 8 quarters. The position peaked at $37.3K in Q3 2023. 2,173 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 244 United Parcel Service shares in Q2 2024, an estimated $36.3K.
Financial Synergies Wealth Advisors first reported a position in United Parcel Service in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's United Parcel Service position peaked at $37.3K in Q3 2023.
2,173 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.