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

TCI 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
2024
Q1 		– Sell
-1,468
Closed -$231K – 222
2023
Q4 		$231K Buy
1,468
+47
+3% +$7.11K 0.02% 182
2023
Q3 		$222K Sell
1,421
-77
-5% -$13.3K 0.03% 178
2023
Q2 		$269K Sell
1,498
-104
-6% -$18.5K 0.03% 156
2023
Q1 		$311K Buy
1,602
+128
+9% +$23.5K 0.04% 146
2022
Q4 		$256K Sell
1,474
-63
-4% -$10.9K 0.04% 151
2022
Q3 		$248K Buy
1,537
+12
+0.8% +$2.27K 0.04% 139
2022
Q2 		$278K Sell
1,525
-73
-5% -$13.3K 0.04% 139
2022
Q1 		$343K Buy
1,598
+194
+14% +$41.2K 0.05% 128
2021
Q4 		$301K Sell
1,404
-194
-12% -$39.5K 0.04% 133
2021
Q3 		$291K Buy
1,598
+230
+17% +$45.4K 0.04% 147
2021
Q2 		$284K Sell
1,368
-30
-2% -$6K 0.05% 155
2021
Q1 		$238K Sell
1,398
-36
-3% -$5.82K 0.1% 148
2020
Q4 		$242K Buy
1,434
+344
+32% +$58.1K 0.11% 148
2020
Q3 		$182K Buy
1,090
+33
+3% +$4.8K 0.07% 160
2020
Q2 		$118K Sell
1,057
-69
-6% -$6.89K 0.05% 194
2020
Q1 		$105K Buy
1,126
+216
+24% +$22.4K 0.05% 200
2019
Q4 		$107K Buy
910
+47
+5% +$5.56K 0.04% 249
2019
Q3 		$103K Sell
863
-133
-13% -$15.2K 0.05% 210
2019
Q2 		$103K Sell
996
-151
-13% -$15.7K 0.05% 206
2019
Q1 		$128K Buy
1,147
+239
+26% +$25.3K 0.06% 196
2018
Q4 		$89K Sell
908
-19
-2% -$2.06K 0.04% 234
2018
Q3 		$108K Sell
927
-65
-7% -$7.65K 0.05% 227
2018
Q2 		$105K Buy
992
+237
+31% +$26.6K 0.05% 210
2018
Q1 		$79K Hold
755
– – 0.04% 259
2017
Q4 		$90K Hold
755
– – 0.04% 248
2017
Q3 		$91K Sell
755
-89
-11% -$10.1K 0.04% 222
2017
Q2 		$93K Sell
844
-429
-34% -$45.9K 0.05% 210
2017
Q1 		$137K Sell
1,273
-100
-7% -$10.9K 0.07% 180
2016
Q4 		$157K Buy
1,373
+100
+8% +$11.3K 0.08% 166
2016
Q3 		$139K Hold
1,273
– – 0.08% 169
2016
Q2 		$137K Hold
1,273
– – 0.08% 164
2016
Q1 		$134K Sell
1,273
-3
-0.2% -$292 0.07% 172
2015
Q4 		$123K Buy
1,276
+417
+49% +$42.6K 0.07% 186
2015
Q3 		$85K Hold
859
– – 0.05% 215
2015
Q2 		$83K Buy
859
+536
+166% +$53.3K 0.05% 210
2015
Q1 		$31K Sell
323
-68
-17% -$6.98K 0.02% 297
2014
Q4 		$43K Buy
391
+70
+22% +$7.39K 0.03% 261
2014
Q3 		$32K Hold
321
– – 0.02% 273
2014
Q2 		$33K Sell
321
-340
-51% -$34.1K 0.02% 286
2014
Q1 		$64K Hold
661
– – 0.04% 208
2013
Q4 		$69K Sell
661
-118
-15% -$11.6K 0.04% 209
2013
Q3 		$71K Sell
779
-128
-14% -$11.3K 0.05% 182
2013
Q2 		$78K Buy
+907
New +$77.8K 0.06% 175

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TCI Wealth Advisors's UPS Position: Q1 2024 in Review

TCI Wealth Advisors sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 1,468 shares — an estimated $231K sold.

TCI Wealth Advisors first reported a position in UPS in Q2 2013 and held it in 43 quarters. The position peaked at $343K in Q1 2022. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • TCI Wealth Advisors reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,468 United Parcel Service shares in Q1 2024, an estimated $231K.
  • TCI Wealth Advisors first reported a position in United Parcel Service in Q2 2013 and held it in 43 quarters.
  • TCI Wealth Advisors's United Parcel Service position peaked at $343K in Q1 2022.
  • 2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on TCI Wealth Advisors's 13F filing for Q1 2024, filed 7 May 2024.