MWA
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Martel Wealth Advisors’s United Parcel Service UPS Stock Holding History

Martel 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
Q3 		– Sell
-2,743
Closed -$492K – 52
2023
Q2 		$492K Buy
+2,743
New +$487K 0.12% 33

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Martel Wealth Advisors's UPS Position: Q3 2023 in Review

Martel Wealth Advisors sold out of United Parcel Service (UPS) in Q3 2023, closing a stake of 2,743 shares — an estimated $492K sold.

Martel Wealth Advisors first reported a position in UPS in Q2 2023 and held it in 1 quarter. The position peaked at $492K in Q2 2023. 2,201 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

  • Martel Wealth Advisors reported no remaining United Parcel Service position as of Q3 2023 after selling out during the quarter.
  • Martel Wealth Advisors sold 2,743 United Parcel Service shares in Q3 2023, an estimated $492K.
  • Martel Wealth Advisors first reported a position in United Parcel Service in Q2 2023 and held it in 1 quarter.
  • Martel Wealth Advisors's United Parcel Service position peaked at $492K in Q2 2023.
  • 2,201 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on Martel Wealth Advisors's 13F filing for Q3 2023, filed 9 Oct 2024.