Wealthcare Capital Management’s United Parcel Service UPS Stock Holding History

Wealthcare Capital Management’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
2021 Q2	–	Sell	-147	Closed	-$25K	–	636
2021 Q1	$25K	Buy	+147	New	+$23.8K	﹤0.01%	197
2020 Q2	–	Sell	-27	Closed	-$3K	–	233
2020 Q1	$3K	Sell	27 -29	-52%	-$3K	﹤0.01%	221
2019 Q4	$7K	Buy	+56	New	+$6.63K	﹤0.01%	221
2017 Q4	–	Sell	-12	Closed	-$1K	–	236
2017 Q3	$1K	Hold	12	–	–	﹤0.01%	177
2017 Q2	$1K	Hold	12	–	–	﹤0.01%	171
2017 Q1	$1K	Hold	12	–	–	﹤0.01%	179
2016 Q4	$1K	Hold	12	–	–	﹤0.01%	177
2016 Q3	$1K	Hold	12	–	–	﹤0.01%	190
2016 Q2	$1K	Hold	12	–	–	﹤0.01%	191
2016 Q1	$1K	Hold	12	–	–	﹤0.01%	199
2015 Q4	$1K	Hold	12	–	–	﹤0.01%	210
2015 Q3	$1K	Hold	12	–	–	﹤0.01%	233
2015 Q2	$1K	Sell	12 -2,860	-100%	-$284K	﹤0.01%	365
2015 Q1	$278K	Buy	2,872 +2,860	+23,833%	+$293K	0.03%	82
2014 Q4	$1K	Buy	+12	New	+$1.27K	﹤0.01%	192

Other funds holding UPS

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthcare Capital Management's UPS Position: Q2 2021 in Review

Wealthcare Capital Management sold out of United Parcel Service (UPS) in Q2 2021, closing a stake of 147 shares — an estimated $25K sold.

Wealthcare Capital Management first reported a position in UPS in Q4 2014 and held it in 15 quarters. The position peaked at $278K in Q1 2015. 2,009 funds tracked by Wall St. Rank hold UPS as of Q2 2021.

Wealthcare Capital Management reported no remaining United Parcel Service position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 147 United Parcel Service shares in Q2 2021, an estimated $25K.
Wealthcare Capital Management first reported a position in United Parcel Service in Q4 2014 and held it in 15 quarters.
Wealthcare Capital Management's United Parcel Service position peaked at $278K in Q1 2015.
2,009 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.