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

Petra 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
2023
Q2 		– Sell
-1,326
Closed -$257K – 124
2023
Q1 		$257K Buy
+1,326
New +$243K 0.25% 65

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Petra Financial Advisors's UPS Position: Q2 2023 in Review

Petra Financial Advisors sold out of United Parcel Service (UPS) in Q2 2023, closing a stake of 1,326 shares — an estimated $257K sold.

Petra Financial Advisors first reported a position in UPS in Q1 2023 and held it in 1 quarter. The position peaked at $257K in Q1 2023. 2,250 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

  • Petra Financial Advisors reported no remaining United Parcel Service position as of Q2 2023 after selling out during the quarter.
  • Petra Financial Advisors sold 1,326 United Parcel Service shares in Q2 2023, an estimated $257K.
  • Petra Financial Advisors first reported a position in United Parcel Service in Q1 2023 and held it in 1 quarter.
  • Petra Financial Advisors's United Parcel Service position peaked at $257K in Q1 2023.
  • 2,250 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on Petra Financial Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.