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Masso Torrence Wealth Management’s Union Pacific UNP Stock Holding History

Masso Torrence Wealth Management’s Portfolio UNP Stock Details UNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-480
Closed -$121K – 338
2021
Q4 		$121K Buy
+480
New +$114K 0.08% 107

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State Street
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Masso Torrence Wealth Management's UNP Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of Union Pacific (UNP) in Q1 2022, closing a stake of 480 shares — an estimated $121K sold.

Masso Torrence Wealth Management first reported a position in UNP in Q4 2021 and held it in 1 quarter. The position peaked at $121K in Q4 2021. 2,483 funds tracked by Wall St. Rank hold UNP as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining Union Pacific position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 480 Union Pacific shares in Q1 2022, an estimated $121K.
  • Masso Torrence Wealth Management first reported a position in Union Pacific in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's Union Pacific position peaked at $121K in Q4 2021.
  • 2,483 funds tracked by Wall St. Rank held Union Pacific as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.