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FSM Wealth Advisors’s United Parcel Service UPS Stock Holding History

FSM 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
2023
Q3 		– Sell
-1,185
Closed -$220K – 170
2023
Q2 		$220K Sell
1,185
-122
-9% -$21.7K 0.11% 155
2023
Q1 		$254K Buy
1,307
+9
+0.7% +$1.65K 0.15% 128
2022
Q4 		$226K Buy
1,298
+8
+0.6% +$1.39K 0.16% 128
2022
Q3 		$208K Buy
1,290
+145
+13% +$27.5K 0.17% 128
2022
Q2 		$225K Buy
+1,145
New +$209K 0.22% 104

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FSM Wealth Advisors's UPS Position: Q3 2023 in Review

FSM Wealth Advisors sold out of United Parcel Service (UPS) in Q3 2023, closing a stake of 1,185 shares — an estimated $220K sold.

FSM Wealth Advisors first reported a position in UPS in Q2 2022 and held it in 5 quarters. The position peaked at $254K in Q1 2023. 2,199 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

  • FSM Wealth Advisors reported no remaining United Parcel Service position as of Q3 2023 after selling out during the quarter.
  • FSM Wealth Advisors sold 1,185 United Parcel Service shares in Q3 2023, an estimated $220K.
  • FSM Wealth Advisors first reported a position in United Parcel Service in Q2 2022 and held it in 5 quarters.
  • FSM Wealth Advisors's United Parcel Service position peaked at $254K in Q1 2023.
  • 2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on FSM Wealth Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.