PWM
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PRW Wealth Management’s United Parcel Service UPS Stock Holding History

PRW 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
2022
Q2 		– Sell
-983
Closed -$211K – 122
2022
Q1 		$211K Hold
983
– – 0.09% 113
2021
Q4 		$211K Buy
+983
New +$200K 0.1% 102
2021
Q3 		– Sell
-3,557
Closed -$740K – 274
2021
Q2 		$740K Buy
+3,557
New +$712K 0.22% 118
2019
Q2 		– Sell
-100
Closed -$12K – 636
2019
Q1 		$12K Sell
100
-2
-2% -$212 0.01% 265
2018
Q4 		$9K Buy
+102
New +$11.1K 0.01% 300

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PRW Wealth Management's UPS Position: Q2 2022 in Review

PRW Wealth Management sold out of United Parcel Service (UPS) in Q2 2022, closing a stake of 983 shares — an estimated $211K sold.

PRW Wealth Management first reported a position in UPS in Q4 2018 and held it in 5 quarters. The position peaked at $740K in Q2 2021. 2,145 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

  • PRW Wealth Management reported no remaining United Parcel Service position as of Q2 2022 after selling out during the quarter.
  • PRW Wealth Management sold 983 United Parcel Service shares in Q2 2022, an estimated $211K.
  • PRW Wealth Management first reported a position in United Parcel Service in Q4 2018 and held it in 5 quarters.
  • PRW Wealth Management's United Parcel Service position peaked at $740K in Q2 2021.
  • 2,145 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on PRW Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.