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

Forefront 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
2022
Q3 		– Sell
-7,922
Closed -$1.44M – 49
2022
Q2 		$1.44M Sell
7,922
-64
-0.8% -$11.7K 1.94% 20
2022
Q1 		$1.71M Buy
+7,986
New +$1.7M 1.69% 24

Other funds holding UPS

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Forefront Wealth Management's UPS Position: Q3 2022 in Review

Forefront Wealth Management sold out of United Parcel Service (UPS) in Q3 2022, closing a stake of 7,922 shares — an estimated $1.44M sold.

Forefront Wealth Management first reported a position in UPS in Q1 2022 and held it in 2 quarters. The position peaked at $1.71M in Q1 2022. 2,124 funds tracked by Wall St. Rank hold UPS as of Q3 2022.

  • Forefront Wealth Management reported no remaining United Parcel Service position as of Q3 2022 after selling out during the quarter.
  • Forefront Wealth Management sold 7,922 United Parcel Service shares in Q3 2022, an estimated $1.44M.
  • Forefront Wealth Management first reported a position in United Parcel Service in Q1 2022 and held it in 2 quarters.
  • Forefront Wealth Management's United Parcel Service position peaked at $1.71M in Q1 2022.
  • 2,124 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2022.

Based on Forefront Wealth Management's 13F filing for Q3 2022, filed 1 Nov 2022.