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Riverpoint Wealth Management Holdings’s Union Pacific UNP Stock Holding History

Riverpoint Wealth Management Holdings’s Portfolio UNP Stock Details UNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-352
Closed -$72.9K – 113
2022
Q4 		$72.9K Buy
+352
New +$72.2K 0.03% 61

Other funds holding UNP

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Riverpoint Wealth Management Holdings's UNP Position: Q1 2023 in Review

Riverpoint Wealth Management Holdings sold out of Union Pacific (UNP) in Q1 2023, closing a stake of 352 shares — an estimated $72.9K sold.

Riverpoint Wealth Management Holdings first reported a position in UNP in Q4 2022 and held it in 1 quarter. The position peaked at $72.9K in Q4 2022. 2,375 funds tracked by Wall St. Rank hold UNP as of Q1 2023.

  • Riverpoint Wealth Management Holdings reported no remaining Union Pacific position as of Q1 2023 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 352 Union Pacific shares in Q1 2023, an estimated $72.9K.
  • Riverpoint Wealth Management Holdings first reported a position in Union Pacific in Q4 2022 and held it in 1 quarter.
  • Riverpoint Wealth Management Holdings's Union Pacific position peaked at $72.9K in Q4 2022.
  • 2,375 funds tracked by Wall St. Rank held Union Pacific as of Q1 2023.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2023, filed 8 May 2023.