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TFO Wealth Partners’s United Parcel Service UPS Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-333
Closed -$49.5K – 709
2024
Q1 		$49.5K Hold
333
– – 0.01% 57
2023
Q4 		$52.4K Sell
333
-4
-1% -$605 0.01% 56
2023
Q3 		$60.4K Buy
337
+4
+1% +$690 0.01% 80
2023
Q2 		$59.7K Sell
333
-536
-62% -$95.2K 0.01% 69
2023
Q1 		$169K Buy
869
+867
+43,350% +$159K 0.04% 44
2022
Q4 		$77 Buy
+2
New +$346 ﹤0.01% 820
2022
Q3 		– Sell
-47
Closed -$9K – 476
2022
Q2 		$9K Buy
+47
New +$8.57K ﹤0.01% 145

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TFO Wealth Partners's UPS Position: Q2 2024 in Review

TFO Wealth Partners sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 333 shares — an estimated $49.5K sold.

TFO Wealth Partners first reported a position in UPS in Q2 2022 and held it in 7 quarters. The position peaked at $169K in Q1 2023. 2,173 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

  • TFO Wealth Partners reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 333 United Parcel Service shares in Q2 2024, an estimated $49.5K.
  • TFO Wealth Partners first reported a position in United Parcel Service in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's United Parcel Service position peaked at $169K in Q1 2023.
  • 2,173 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.