Grey Fox Wealth Advisors’s United Parcel Service UPS Stock Holding History

Grey Fox 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 Q2	–	Sell	-52	Closed	-$10.1K	–	480
2023 Q1	$10.1K	Buy	52 +19	+58%	+$3.48K	0.01%	310
2022 Q4	$5.74K	Buy	+33	New	+$5.71K	﹤0.01%	310

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Grey Fox Wealth Advisors's UPS Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of United Parcel Service (UPS) in Q2 2023, closing a stake of 52 shares — an estimated $10.1K sold.

Grey Fox Wealth Advisors first reported a position in UPS in Q4 2022 and held it in 2 quarters. The position peaked at $10.1K in Q1 2023. 2,249 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

Grey Fox Wealth Advisors reported no remaining United Parcel Service position as of Q2 2023 after selling out during the quarter.
Grey Fox Wealth Advisors sold 52 United Parcel Service shares in Q2 2023, an estimated $10.1K.
Grey Fox Wealth Advisors first reported a position in United Parcel Service in Q4 2022 and held it in 2 quarters.
Grey Fox Wealth Advisors's United Parcel Service position peaked at $10.1K in Q1 2023.
2,249 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.