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PCA Investment Advisory Services’s United Parcel Service UPS Stock Holding History

PCA Investment Advisory Services’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
-506
Closed -$90.8K – 396
2023
Q2 		$90.8K Buy
+506
New +$89.8K 0.05% 206

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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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

PCA Investment Advisory Services's UPS Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of United Parcel Service (UPS) in Q3 2023, closing a stake of 506 shares — an estimated $90.8K sold.

PCA Investment Advisory Services first reported a position in UPS in Q2 2023 and held it in 1 quarter. The position peaked at $90.8K in Q2 2023. 2,200 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining United Parcel Service position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 506 United Parcel Service shares in Q3 2023, an estimated $90.8K.
  • PCA Investment Advisory Services first reported a position in United Parcel Service in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's United Parcel Service position peaked at $90.8K in Q2 2023.
  • 2,200 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.