SWA
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Safir Wealth Advisors’s United Parcel Service UPS Stock Holding History

Safir 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
2021
Q1 		– Sell
-300
Closed -$51K – 37
2020
Q4 		$51K Buy
+300
New +$50.6K 0.05% 35

Other funds holding UPS

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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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Safir Wealth Advisors's UPS Position: Q1 2021 in Review

Safir Wealth Advisors sold out of United Parcel Service (UPS) in Q1 2021, closing a stake of 300 shares — an estimated $51K sold.

Safir Wealth Advisors first reported a position in UPS in Q4 2020 and held it in 1 quarter. The position peaked at $51K in Q4 2020. 1,962 funds tracked by Wall St. Rank hold UPS as of Q1 2021.

  • Safir Wealth Advisors reported no remaining United Parcel Service position as of Q1 2021 after selling out during the quarter.
  • Safir Wealth Advisors sold 300 United Parcel Service shares in Q1 2021, an estimated $51K.
  • Safir Wealth Advisors first reported a position in United Parcel Service in Q4 2020 and held it in 1 quarter.
  • Safir Wealth Advisors's United Parcel Service position peaked at $51K in Q4 2020.
  • 1,962 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2021.

Based on Safir Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.