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Riverpoint Wealth Management Holdings’s United Parcel Service UPS Stock Holding History

Riverpoint Wealth Management Holdings’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
2021
Q3 		– Sell
-1,055
Closed -$220K – 80
2021
Q2 		$220K Buy
+1,055
New +$211K 0.06% 81

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Riverpoint Wealth Management Holdings's UPS Position: Q3 2021 in Review

Riverpoint Wealth Management Holdings sold out of United Parcel Service (UPS) in Q3 2021, closing a stake of 1,055 shares — an estimated $220K sold.

Riverpoint Wealth Management Holdings first reported a position in UPS in Q2 2021 and held it in 1 quarter. The position peaked at $220K in Q2 2021. 1,979 funds tracked by Wall St. Rank hold UPS as of Q3 2021.

  • Riverpoint Wealth Management Holdings reported no remaining United Parcel Service position as of Q3 2021 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 1,055 United Parcel Service shares in Q3 2021, an estimated $220K.
  • Riverpoint Wealth Management Holdings first reported a position in United Parcel Service in Q2 2021 and held it in 1 quarter.
  • Riverpoint Wealth Management Holdings's United Parcel Service position peaked at $220K in Q2 2021.
  • 1,979 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2021.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q3 2021, filed 5 Nov 2021.