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Regent Peak Wealth Advisors’s United Parcel Service UPS Stock Holding History

Regent Peak 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
-1,490
Closed -$203K – 195
2024
Q3 		$203K Sell
1,490
-347
-19% -$45.6K 0.05% 171
2024
Q2 		$251K Sell
1,837
-1,288
-41% -$184K 0.06% 137
2024
Q1 		$464K Buy
3,125
+166
+6% +$25.2K 0.12% 89
2023
Q4 		$465K Buy
2,959
+62
+2% +$9.37K 0.13% 83
2023
Q3 		$452K Buy
2,897
+837
+41% +$144K 0.14% 83
2023
Q2 		$369K Sell
2,060
-150
-7% -$26.6K 0.11% 94
2023
Q1 		$429K Sell
2,210
-42
-2% -$7.7K 0.13% 84
2022
Q4 		$391K Sell
2,252
-434
-16% -$75.1K 0.13% 96
2022
Q3 		$433K Sell
2,686
-335
-11% -$63.4K 0.15% 88
2022
Q2 		$551K Buy
3,021
+269
+10% +$49.1K 0.18% 74
2022
Q1 		$590K Buy
2,752
+221
+9% +$47K 0.17% 79
2021
Q4 		$542K Buy
2,531
+66
+3% +$13.4K 0.15% 88
2021
Q3 		$449K Sell
2,465
-8
-0.3% -$1.58K 0.13% 100
2021
Q2 		$473K Sell
2,473
-328
-12% -$65.6K 0.13% 94
2021
Q1 		$476K Buy
2,801
+106
+4% +$17.1K 0.16% 86
2020
Q4 		$454K Buy
2,695
+729
+37% +$123K 0.15% 87
2020
Q3 		$328K Buy
1,966
+165
+9% +$24K 0.14% 92
2020
Q2 		$200K Buy
+1,801
New +$180K 0.09% 118

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

Regent Peak Wealth Advisors's UPS Position: Q4 2024 in Review

Regent Peak Wealth Advisors sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 1,490 shares — an estimated $203K sold.

Regent Peak Wealth Advisors first reported a position in UPS in Q2 2020 and held it in 18 quarters. The position peaked at $590K in Q1 2022. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Regent Peak Wealth Advisors reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 1,490 United Parcel Service shares in Q4 2024, an estimated $203K.
  • Regent Peak Wealth Advisors first reported a position in United Parcel Service in Q2 2020 and held it in 18 quarters.
  • Regent Peak Wealth Advisors's United Parcel Service position peaked at $590K in Q1 2022.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Regent Peak Wealth Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.