Ten Capital Wealth Advisors’s Union Pacific UNP Stock Holding History

Ten Capital Wealth Advisors’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 Q2	–	Sell	-43	Closed	-$8.65K	–	514
2023 Q1	$8.65K	Sell	43 -139	-76%	-$28.2K	﹤0.01%	378
2022 Q4	$37.7K	Sell	182 -52	-22%	-$10.7K	0.02%	189
2022 Q3	$46K	Buy	234 +145	+163%	+$32.1K	0.02%	159
2022 Q2	$19K	Sell	89 -16	-15%	-$3.64K	0.01%	212
2022 Q1	$29K	Hold	105	–	–	0.01%	177
2021 Q4	$26K	Hold	105	–	–	0.01%	200
2021 Q3	$21K	Sell	105 -10,943	-99%	-$2.36M	0.01%	204
2021 Q2	$2.43M	Sell	11,048 -467	-4%	-$104K	0.55%	47
2021 Q1	$2.54M	Sell	11,515 -420	-4%	-$88.2K	0.62%	50
2020 Q4	$2.48M	Buy	11,935 +121	+1%	+$24.2K	0.69%	43
2020 Q3	$2.33M	Buy	+11,814	New	+$2.2M	0.78%	37

Other funds holding UNP

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ten Capital Wealth Advisors's UNP Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Union Pacific (UNP) in Q2 2023, closing a stake of 43 shares — an estimated $8.65K sold.

Ten Capital Wealth Advisors first reported a position in UNP in Q3 2020 and held it in 11 quarters. The position peaked at $2.54M in Q1 2021. 2,413 funds tracked by Wall St. Rank hold UNP as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Union Pacific position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 43 Union Pacific shares in Q2 2023, an estimated $8.65K.
Ten Capital Wealth Advisors first reported a position in Union Pacific in Q3 2020 and held it in 11 quarters.
Ten Capital Wealth Advisors's Union Pacific position peaked at $2.54M in Q1 2021.
2,413 funds tracked by Wall St. Rank held Union Pacific as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.