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

River 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
2019
Q1 		– Sell
-104
Closed -$10K – 470
2018
Q4 		$10K Sell
104
-110
-51% -$11.9K ﹤0.01% 421
2018
Q3 		$25K Hold
214
– – 0.01% 358
2018
Q2 		$23K Buy
+214
New +$24K 0.01% 345

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

River Wealth Advisors's UPS Position: Q1 2019 in Review

River Wealth Advisors sold out of United Parcel Service (UPS) in Q1 2019, closing a stake of 104 shares — an estimated $10K sold.

River Wealth Advisors first reported a position in UPS in Q2 2018 and held it in 3 quarters. The position peaked at $25K in Q3 2018. 1,506 funds tracked by Wall St. Rank hold UPS as of Q1 2019.

  • River Wealth Advisors reported no remaining United Parcel Service position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 104 United Parcel Service shares in Q1 2019, an estimated $10K.
  • River Wealth Advisors first reported a position in United Parcel Service in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's United Parcel Service position peaked at $25K in Q3 2018.
  • 1,506 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.