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Integrity Wealth Solutions’s United Parcel Service UPS Stock Holding History

Integrity Wealth Solutions’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
Q3 		– Sell
-1,661
Closed -$227K – 94
2024
Q2 		$227K Buy
1,661
+1
+0.1% +$143 0.15% 83
2024
Q1 		$247K Hold
1,660
– – 0.16% 86
2023
Q4 		$261K Buy
+1,660
New +$251K 0.18% 79

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Integrity Wealth Solutions's UPS Position: Q3 2024 in Review

Integrity Wealth Solutions sold out of United Parcel Service (UPS) in Q3 2024, closing a stake of 1,661 shares — an estimated $227K sold.

Integrity Wealth Solutions first reported a position in UPS in Q4 2023 and held it in 3 quarters. The position peaked at $261K in Q4 2023. 2,160 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

  • Integrity Wealth Solutions reported no remaining United Parcel Service position as of Q3 2024 after selling out during the quarter.
  • Integrity Wealth Solutions sold 1,661 United Parcel Service shares in Q3 2024, an estimated $227K.
  • Integrity Wealth Solutions first reported a position in United Parcel Service in Q4 2023 and held it in 3 quarters.
  • Integrity Wealth Solutions's United Parcel Service position peaked at $261K in Q4 2023.
  • 2,160 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on Integrity Wealth Solutions's 13F filing for Q3 2024, filed 21 Oct 2024.