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

Intercontinental 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 		$372K Buy
2,078
+52
+3% +$9.23K 0.09% 228
2023
Q1 		$393K Buy
2,026
+272
+16% +$49.9K 0.1% 223
2022
Q4 		$305K Buy
1,754
+21
+1% +$3.63K 0.09% 234
2022
Q3 		$280K Buy
1,733
+31
+2% +$5.87K 0.09% 232
2022
Q2 		$311K Buy
1,702
+596
+54% +$109K 0.08% 223
2022
Q1 		$237K Hold
1,106
– – 0.05% 264
2021
Q4 		$237K Sell
1,106
-14
-1% -$2.85K 0.05% 270
2021
Q3 		$204K Sell
1,120
-6
-0.5% -$1.18K 0.05% 272
2021
Q2 		$234K Buy
+1,126
New +$225K 0.05% 265
2020
Q3 		– Sell
-2,233
Closed -$248K – 212
2020
Q2 		$248K Sell
2,233
-4
-0.2% -$399 0.08% 160
2020
Q1 		$209K Buy
2,237
+969
+76% +$100K 0.11% 148
2019
Q4 		$134K Sell
1,268
-569
-31% -$67.4K 0.11% 136
2019
Q3 		$220K Buy
1,837
+185
+11% +$21.2K 0.14% 122
2019
Q2 		$171K Sell
1,652
-3
-0.2% -$312 0.09% 132
2019
Q1 		$185K Hold
1,655
– – 0.09% 130
2018
Q4 		$161K Sell
1,655
-103
-6% -$11.2K 0.09% 134
2018
Q3 		$205K Buy
+1,758
New +$207K 0.1% 127
2018
Q1 		– Sell
-1,721
Closed -$205K – 149
2017
Q4 		$205K Buy
1,721
+23
+1% +$2.7K 0.11% 140
2017
Q3 		$204K Buy
+1,698
New +$193K 0.12% 128
2017
Q2 		– Sell
-2,507
Closed -$269K – 136
2017
Q1 		$269K Sell
2,507
-45
-2% -$4.92K 0.16% 112
2016
Q4 		$293K Sell
2,552
-61
-2% -$6.87K 0.19% 105
2016
Q3 		$286K Sell
2,613
-20
-0.8% -$2.18K 0.2% 97
2016
Q2 		$284K Sell
2,633
-8
-0.3% -$833 0.21% 98
2016
Q1 		$279K Sell
2,641
-89
-3% -$8.65K 0.21% 96
2015
Q4 		$263K Buy
+2,730
New +$279K 0.18% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Intercontinental Wealth Advisors's UPS Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its United Parcel Service (UPS) stake by 2.6% in Q2 2023, buying an estimated $9.23K and bringing the position to 2,078 shares worth $372K. The position accounts for 0.09% of the portfolio, ranked #228.

Intercontinental Wealth Advisors first reported a position in UPS in Q4 2015 and has held it in 25 quarters since. The position peaked at $393K in Q1 2023. 2,250 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

  • Intercontinental Wealth Advisors held 2,078 shares of United Parcel Service worth $372K as of Q2 2023.
  • Intercontinental Wealth Advisors bought 52 United Parcel Service shares in Q2 2023, an estimated $9.23K.
  • United Parcel Service made up 0.09% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #228 holding.
  • Intercontinental Wealth Advisors first reported a position in United Parcel Service in Q4 2015 and has held it in 25 quarters since.
  • Intercontinental Wealth Advisors's United Parcel Service position peaked at $393K in Q1 2023.
  • 2,250 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.