Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s United Parcel Service UPS Stock Holding History

Legacy Financial Group (Iowa)’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
-1,507
Closed -$224K – 113
2024
Q1 		$224K Buy
+1,507
New +$229K 0.05% 95
2023
Q4 		– Sell
-1,536
Closed -$239K – 482
2023
Q3 		$239K Buy
+1,536
New +$265K 0.06% 85

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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Financial Group (Iowa)'s UPS Position: Q2 2024 in Review

Legacy Financial Group (Iowa) sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 1,507 shares — an estimated $224K sold.

Legacy Financial Group (Iowa) first reported a position in UPS in Q3 2023 and held it in 2 quarters. The position peaked at $239K in Q3 2023. 2,173 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

  • Legacy Financial Group (Iowa) reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 1,507 United Parcel Service shares in Q2 2024, an estimated $224K.
  • Legacy Financial Group (Iowa) first reported a position in United Parcel Service in Q3 2023 and held it in 2 quarters.
  • Legacy Financial Group (Iowa)'s United Parcel Service position peaked at $239K in Q3 2023.
  • 2,173 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2024, filed 17 Jul 2024.