Fortitude Advisory Group’s United Parcel Service UPS Stock Holding History

Fortitude Advisory Group’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 Q1	–	Sell	-1,422	Closed	-$224K	–	237
2023 Q4	$224K	Sell	1,422 -46	-3%	-$6.96K	0.14%	176
2023 Q3	$229K	Buy	1,468 +48	+3%	+$8.29K	0.15%	153
2023 Q2	$255K	Sell	1,420 -51	-3%	-$9.05K	0.19%	140
2023 Q1	$285K	Buy	1,471 +29	+2%	+$5.32K	0.22%	121
2022 Q4	$251K	Buy	1,442 +1	+0.1%	+$173	0.21%	144
2022 Q3	$233K	Hold	1,441	–	–	0.22%	142
2022 Q2	$263K	Buy	1,441 +20	+1%	+$3.65K	0.24%	127
2022 Q1	$304K	Buy	1,421 +431	+44%	+$91.6K	0.16%	120
2021 Q4	$229K	Buy	+990	New	+$201K	0.12%	179

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fortitude Advisory Group's UPS Position: Q1 2024 in Review

Fortitude Advisory Group sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 1,422 shares — an estimated $224K sold.

Fortitude Advisory Group first reported a position in UPS in Q4 2021 and held it in 9 quarters. The position peaked at $304K in Q1 2022. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

Fortitude Advisory Group reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
Fortitude Advisory Group sold 1,422 United Parcel Service shares in Q1 2024, an estimated $224K.
Fortitude Advisory Group first reported a position in United Parcel Service in Q4 2021 and held it in 9 quarters.
Fortitude Advisory Group's United Parcel Service position peaked at $304K in Q1 2022.
2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Fortitude Advisory Group's 13F filing for Q1 2024, filed 2 May 2024.