Phoenix Wealth Advisors’s United Parcel Service UPS Stock Holding History

Phoenix Wealth 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 Q3	–	Sell	-1,655	Closed	-$297K	–	112
2023 Q2	$297K	Sell	1,655 -8,055	-83%	-$1.43M	0.17%	87
2023 Q1	$1.88M	Sell	9,710 -65	-0.7%	-$11.9K	1.17%	25
2022 Q4	$1.7M	Sell	9,775 -655	-6%	-$113K	1.02%	26
2022 Q3	$1.69M	Sell	10,430 -236	-2%	-$44.7K	1.69%	24
2022 Q2	$1.95M	Sell	10,666 -73	-0.7%	-$13.3K	1.92%	22
2022 Q1	$2.09M	Sell	10,739 -2,180	-17%	-$463K	2.16%	18
2021 Q4	$2.77M	Sell	12,919 -476	-4%	-$96.8K	2.09%	20
2021 Q3	$2.44M	Buy	13,395 +56	+0.4%	+$11.1K	1.82%	20
2021 Q2	$2.82M	Sell	13,339 -633	-5%	-$127K	2.03%	13
2021 Q1	$2.39M	Sell	13,972 -803	-5%	-$130K	1.86%	17
2020 Q4	$2.49M	Buy	+14,775	New	+$2.49M	1.89%	15

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Phoenix Wealth Advisors's UPS Position: Q3 2023 in Review

Phoenix Wealth Advisors sold out of United Parcel Service (UPS) in Q3 2023, closing a stake of 1,655 shares — an estimated $297K sold.

Phoenix Wealth Advisors first reported a position in UPS in Q4 2020 and held it in 11 quarters. The position peaked at $2.82M in Q2 2021. 2,199 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

Phoenix Wealth Advisors reported no remaining United Parcel Service position as of Q3 2023 after selling out during the quarter.
Phoenix Wealth Advisors sold 1,655 United Parcel Service shares in Q3 2023, an estimated $297K.
Phoenix Wealth Advisors first reported a position in United Parcel Service in Q4 2020 and held it in 11 quarters.
Phoenix Wealth Advisors's United Parcel Service position peaked at $2.82M in Q2 2021.
2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.