V Wealth Advisors’s Union Pacific UNP Stock Holding History

V 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
2021 Q4	–	Sell	-400	Closed	-$78K	–	563
2021 Q3	$78K	Buy	+400	New	+$86.4K	0.01%	502

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

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

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

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

V Wealth Advisors's UNP Position: Q3 2023 in Review

V Wealth Advisors sold out of Union Pacific (UNP) in Q3 2023, closing a stake of 9,180 shares — an estimated $1.88M sold.

V Wealth Advisors first reported a position in UNP in Q3 2016 and held it in 28 quarters. The position peaked at $2.36M in Q2 2022. 2,397 funds tracked by Wall St. Rank hold UNP as of Q3 2023.

V Wealth Advisors reported no remaining Union Pacific position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 9,180 Union Pacific shares in Q3 2023, an estimated $1.88M.
V Wealth Advisors first reported a position in Union Pacific in Q3 2016 and held it in 28 quarters.
V Wealth Advisors's Union Pacific position peaked at $2.36M in Q2 2022.
2,397 funds tracked by Wall St. Rank held Union Pacific as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.