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Tower Wealth Partners’s Union Pacific UNP Stock Holding History

Tower Wealth Partners’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
2021
Q1 		– Sell
-1,133
Closed -$236K – 51
2020
Q4 		$236K Buy
+1,133
New +$226K 0.27% 39

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Bank of America
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Ameriprise
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Massachusetts Financial Services
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Fidelity Investments
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Geode Capital Management
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Northern Trust
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Tower Wealth Partners's UNP Position: Q1 2021 in Review

Tower Wealth Partners sold out of Union Pacific (UNP) in Q1 2021, closing a stake of 1,133 shares — an estimated $236K sold.

Tower Wealth Partners first reported a position in UNP in Q4 2020 and held it in 1 quarter. The position peaked at $236K in Q4 2020. 2,196 funds tracked by Wall St. Rank hold UNP as of Q1 2021.

  • Tower Wealth Partners reported no remaining Union Pacific position as of Q1 2021 after selling out during the quarter.
  • Tower Wealth Partners sold 1,133 Union Pacific shares in Q1 2021, an estimated $236K.
  • Tower Wealth Partners first reported a position in Union Pacific in Q4 2020 and held it in 1 quarter.
  • Tower Wealth Partners's Union Pacific position peaked at $236K in Q4 2020.
  • 2,196 funds tracked by Wall St. Rank held Union Pacific as of Q1 2021.

Based on Tower Wealth Partners's 13F filing for Q1 2021, filed 17 May 2021.