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Keystone Wealth Services’s United Parcel Service UPS Stock Holding History

Keystone Wealth Services’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
Q1 		– Sell
-1,276
Closed -$201K – 227
2023
Q4 		$201K Buy
+1,276
New +$193K 0.07% 210
2023
Q3 		– Sell
-1,261
Closed -$226K – 215
2023
Q2 		$226K Buy
1,261
+7
+0.6% +$1.24K 0.08% 188
2023
Q1 		$243K Buy
1,254
+10
+0.8% +$1.83K 0.1% 172
2022
Q4 		$216K Buy
1,244
+6
+0.5% +$1.04K 0.09% 174
2022
Q3 		$200K Buy
1,238
+30
+2% +$5.68K 0.09% 160
2022
Q2 		$220K Sell
1,208
-69
-5% -$12.6K 0.1% 154
2022
Q1 		$274K Buy
1,277
+5
+0.4% +$1.06K 0.11% 145
2021
Q4 		$273K Buy
+1,272
New +$259K 0.11% 140

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

Keystone Wealth Services's UPS Position: Q1 2024 in Review

Keystone Wealth Services sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 1,276 shares — an estimated $201K sold.

Keystone Wealth Services first reported a position in UPS in Q4 2021 and held it in 8 quarters. The position peaked at $274K in Q1 2022. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Keystone Wealth Services reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Keystone Wealth Services sold 1,276 United Parcel Service shares in Q1 2024, an estimated $201K.
  • Keystone Wealth Services first reported a position in United Parcel Service in Q4 2021 and held it in 8 quarters.
  • Keystone Wealth Services's United Parcel Service position peaked at $274K in Q1 2022.
  • 2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Keystone Wealth Services's 13F filing for Q1 2024, filed 12 Apr 2024.