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

Redmont 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
2024
Q4 		– Sell
-43
Closed -$5.86K – 295
2024
Q3 		$5.86K Hold
43
– – 0.01% 233
2024
Q2 		$5.88K Hold
43
– – 0.01% 232
2024
Q1 		$6.39K Buy
+43
New +$6.54K 0.01% 225
2023
Q1 		– Sell
-1,327
Closed -$231K – 108
2022
Q4 		$231K Buy
+1,327
New +$230K 0.27% 93
2022
Q3 		– Sell
-1,227
Closed -$224K – 109
2022
Q2 		$224K Hold
1,227
– – 0.27% 92
2022
Q1 		$263K Hold
1,227
– – 0.28% 81
2021
Q4 		$263K Buy
+1,227
New +$250K 0.28% 79

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Redmont Wealth Advisors's UPS Position: Q4 2024 in Review

Redmont Wealth Advisors sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 43 shares — an estimated $5.86K sold.

Redmont Wealth Advisors first reported a position in UPS in Q4 2021 and held it in 7 quarters. The position peaked at $263K in Q1 2022. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Redmont Wealth Advisors reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Redmont Wealth Advisors sold 43 United Parcel Service shares in Q4 2024, an estimated $5.86K.
  • Redmont Wealth Advisors first reported a position in United Parcel Service in Q4 2021 and held it in 7 quarters.
  • Redmont Wealth Advisors's United Parcel Service position peaked at $263K in Q1 2022.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Redmont Wealth Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.