RVW Wealth’s United Parcel Service UPS Stock Holding History

RVW Wealth’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
2023 Q4	–	Sell	-256	Closed	-$39.9K	–	346
2023 Q3	$39.9K	Buy	+256	New	+$44.2K	﹤0.01%	259

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RVW Wealth's UPS Position: Q4 2023 in Review

RVW Wealth sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 256 shares — an estimated $39.9K sold.

RVW Wealth first reported a position in UPS in Q3 2023 and held it in 1 quarter. The position peaked at $39.9K in Q3 2023. 2,260 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

RVW Wealth reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 256 United Parcel Service shares in Q4 2023, an estimated $39.9K.
RVW Wealth first reported a position in United Parcel Service in Q3 2023 and held it in 1 quarter.
RVW Wealth's United Parcel Service position peaked at $39.9K in Q3 2023.
2,260 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.