Ten Capital Wealth Advisors’s United Parcel Service UPS Stock Holding History

Ten Capital 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
2023 Q2	–	Sell	-339	Closed	-$65.8K	–	515
2023 Q1	$65.8K	Buy	339 +147	+77%	+$27K	0.02%	201
2022 Q4	$33.4K	Sell	192 -2	-1%	-$346	0.01%	211
2022 Q3	$31K	Buy	194 +7	+4%	+$1.32K	0.01%	199
2022 Q2	$34K	Hold	187	–	–	0.01%	163
2022 Q1	$40K	Buy	187 +59	+46%	+$12.5K	0.02%	157
2021 Q4	$27K	Hold	128	–	–	0.01%	195
2021 Q3	$23K	Hold	128	–	–	0.01%	195
2021 Q2	$27K	Hold	128	–	–	0.01%	226
2021 Q1	$21K	Hold	128	–	–	0.01%	221
2020 Q4	$22K	Buy	+128	New	+$21.6K	0.01%	209

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Ten Capital Wealth Advisors sold out of United Parcel Service (UPS) in Q2 2023, closing a stake of 339 shares — an estimated $65.8K sold.

Ten Capital Wealth Advisors first reported a position in UPS in Q4 2020 and held it in 10 quarters. The position peaked at $65.8K in Q1 2023. 2,249 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining United Parcel Service position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 339 United Parcel Service shares in Q2 2023, an estimated $65.8K.
Ten Capital Wealth Advisors first reported a position in United Parcel Service in Q4 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's United Parcel Service position peaked at $65.8K in Q1 2023.
2,249 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

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