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Reston Wealth Management’s United Parcel Service UPS Stock Holding History

Reston 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
2024
Q4 		– Sell
-51
Closed -$6.95K – 411
2024
Q3 		$6.95K Buy
+51
New +$6.7K ﹤0.01% 277

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State Street
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Charles Schwab
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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

Reston Wealth Management's UPS Position: Q4 2024 in Review

Reston Wealth Management sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 51 shares — an estimated $6.95K sold.

Reston Wealth Management first reported a position in UPS in Q3 2024 and held it in 1 quarter. The position peaked at $6.95K in Q3 2024. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Reston Wealth Management reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 51 United Parcel Service shares in Q4 2024, an estimated $6.95K.
  • Reston Wealth Management first reported a position in United Parcel Service in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's United Parcel Service position peaked at $6.95K in Q3 2024.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.