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Insight Wealth Partners’s United Parcel Service UPS Stock Holding History

Insight Wealth Partners’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
Q2 		– Sell
-970
Closed -$208K – 73
2022
Q1 		$208K Sell
970
-352
-27% -$74.8K 0.12% 70
2021
Q4 		$283K Buy
+1,322
New +$269K 0.05% 69

Other funds holding UPS

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Insight Wealth Partners's UPS Position: Q2 2022 in Review

Insight Wealth Partners sold out of United Parcel Service (UPS) in Q2 2022, closing a stake of 970 shares — an estimated $208K sold.

Insight Wealth Partners first reported a position in UPS in Q4 2021 and held it in 2 quarters. The position peaked at $283K in Q4 2021. 2,145 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

  • Insight Wealth Partners reported no remaining United Parcel Service position as of Q2 2022 after selling out during the quarter.
  • Insight Wealth Partners sold 970 United Parcel Service shares in Q2 2022, an estimated $208K.
  • Insight Wealth Partners first reported a position in United Parcel Service in Q4 2021 and held it in 2 quarters.
  • Insight Wealth Partners's United Parcel Service position peaked at $283K in Q4 2021.
  • 2,145 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on Insight Wealth Partners's 13F filing for Q2 2022, filed 13 Jul 2022.