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OneAscent Wealth Management’s United Parcel Service UPS Stock Holding History

OneAscent Wealth Management’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
Q1 		– Sell
-1,621
Closed -$282K – 190
2022
Q4 		$282K Buy
1,621
+120
+8% +$20.8K 0.13% 118
2022
Q3 		$242K Buy
+1,501
New +$284K 0.13% 120
2021
Q1 		$684K Buy
+4,023
New +$651K 0.29% 77

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OneAscent Wealth Management's UPS Position: Q1 2023 in Review

OneAscent Wealth Management sold out of United Parcel Service (UPS) in Q1 2023, closing a stake of 1,621 shares — an estimated $282K sold.

OneAscent Wealth Management first reported a position in UPS in Q1 2021 and held it in 3 quarters. The position peaked at $684K in Q1 2021. 2,259 funds tracked by Wall St. Rank hold UPS as of Q1 2023.

  • OneAscent Wealth Management reported no remaining United Parcel Service position as of Q1 2023 after selling out during the quarter.
  • OneAscent Wealth Management sold 1,621 United Parcel Service shares in Q1 2023, an estimated $282K.
  • OneAscent Wealth Management first reported a position in United Parcel Service in Q1 2021 and held it in 3 quarters.
  • OneAscent Wealth Management's United Parcel Service position peaked at $684K in Q1 2021.
  • 2,259 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2023.

Based on OneAscent Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.