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Northwest Financial Advisors’s United Parcel Service UPS Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-130
Closed -$17.8K – 513
2024
Q3 		$17.8K Buy
+130
New +$17.1K 0.01% 332
2024
Q1 		– Sell
-179
Closed -$28.2K – 496
2023
Q4 		$28.2K Buy
+179
New +$27.1K 0.02% 272

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Northwest Financial Advisors's UPS Position: Q4 2024 in Review

Northwest Financial Advisors sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 130 shares — an estimated $17.8K sold.

Northwest Financial Advisors first reported a position in UPS in Q4 2023 and held it in 2 quarters. The position peaked at $28.2K in Q4 2023. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Northwest Financial Advisors reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 130 United Parcel Service shares in Q4 2024, an estimated $17.8K.
  • Northwest Financial Advisors first reported a position in United Parcel Service in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's United Parcel Service position peaked at $28.2K in Q4 2023.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.