W Advisors LLC’s Union Pacific UNP Stock Holding History

W Advisors LLC’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
2022 Q2	–	Sell	-800	Closed	-$219K	–	118
2022 Q1	$219K	Hold	800	–	–	0.17%	100
2021 Q4	$202K	Buy	+800	New	+$189K	0.15%	103

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

W Advisors LLC's UNP Position: Q2 2022 in Review

W Advisors LLC sold out of Union Pacific (UNP) in Q2 2022, closing a stake of 800 shares — an estimated $219K sold.

W Advisors LLC first reported a position in UNP in Q4 2021 and held it in 2 quarters. The position peaked at $219K in Q1 2022. 2,359 funds tracked by Wall St. Rank hold UNP as of Q2 2022.

W Advisors LLC reported no remaining Union Pacific position as of Q2 2022 after selling out during the quarter.
W Advisors LLC sold 800 Union Pacific shares in Q2 2022, an estimated $219K.
W Advisors LLC first reported a position in Union Pacific in Q4 2021 and held it in 2 quarters.
W Advisors LLC's Union Pacific position peaked at $219K in Q1 2022.
2,359 funds tracked by Wall St. Rank held Union Pacific as of Q2 2022.

Based on W Advisors LLC's 13F filing for Q2 2022, filed 26 Aug 2022.