V Wealth Advisors’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-400
Closed -$73K 564
2021
Q3
$73K Buy
+400
New +$79K 0.01% 512

Other funds holding UPS

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

V Wealth Advisors reduced its United Parcel Service (UPS) stake by 76% in Q3 2023, selling an estimated $964K and leaving 1,795 shares worth $280K. The position accounts for 0.22% of the portfolio, ranked #86.

V Wealth Advisors first reported a position in UPS in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.77M in Q1 2022. 2,199 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

  • V Wealth Advisors held 1,795 shares of United Parcel Service worth $280K as of Q3 2023.
  • V Wealth Advisors sold 5,586 United Parcel Service shares in Q3 2023, an estimated $964K.
  • United Parcel Service made up 0.22% of V Wealth Advisors's portfolio in Q3 2023, its #86 holding.
  • V Wealth Advisors first reported a position in United Parcel Service in Q2 2017 and has held it in 25 quarters since.
  • V Wealth Advisors's United Parcel Service position peaked at $1.77M in Q1 2022.
  • 2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

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