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

Invenio 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
2024
Q2 		– Sell
-1,349
Closed -$201K – 99
2024
Q1 		$201K Buy
+1,349
New +$205K 0.11% 96

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Charles Schwab
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Wellington Management Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invenio Wealth Partners's UPS Position: Q2 2024 in Review

Invenio Wealth Partners sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 1,349 shares — an estimated $201K sold.

Invenio Wealth Partners first reported a position in UPS in Q1 2024 and held it in 1 quarter. The position peaked at $201K in Q1 2024. 2,176 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

  • Invenio Wealth Partners reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
  • Invenio Wealth Partners sold 1,349 United Parcel Service shares in Q2 2024, an estimated $201K.
  • Invenio Wealth Partners first reported a position in United Parcel Service in Q1 2024 and held it in 1 quarter.
  • Invenio Wealth Partners's United Parcel Service position peaked at $201K in Q1 2024.
  • 2,176 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Invenio Wealth Partners's 13F filing for Q2 2024, filed 12 Aug 2024.