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Wealthstreet Investment Advisors’s Union Pacific UNP Stock Holding History

Wealthstreet Investment 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
2022
Q1 		$13K Hold
48
– – 0.35% 50
2021
Q4 		$12K Hold
48
– – 0.3% 53
2021
Q3 		$9K Hold
48
– – 0.25% 57
2021
Q2 		$11K Sell
48
-5,290
-99% -$1.18M 0.06% 78
2021
Q1 		$1.18M Sell
5,338
-2,000
-27% -$420K 0.11% 154
2020
Q4 		$1.53M Hold
7,338
– – 0.15% 133
2020
Q3 		$1.44M Buy
7,338
+175
+2% +$32.5K 0.16% 124
2020
Q2 		$1.21M Hold
7,163
– – 0.15% 130
2020
Q1 		$1.01M Sell
7,163
-43
-0.6% -$7.11K 0.15% 126
2019
Q4 		$1.3M Buy
7,206
+48
+0.7% +$8.22K 0.15% 130
2019
Q3 		$1.22M Sell
7,158
-7
-0.1% -$1.18K 0.16% 120
2019
Q2 		$1.21M Hold
7,165
– – 0.16% 128
2019
Q1 		$1.2M Hold
7,165
– – 0.16% 127
2018
Q4 		$1.15M Buy
7,165
+400
+6% +$59.3K 0.16% 126
2018
Q3 		$1.1M Hold
6,765
– – 0.14% 143
2018
Q2 		$958K Sell
6,765
-150
-2% -$20.9K 0.13% 155
2018
Q1 		$930K Buy
6,915
+31
+0.5% +$4.17K 0.12% 161
2017
Q4 		$923K Buy
+6,884
New +$830K 0.11% 163

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthstreet Investment Advisors's UNP Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its Union Pacific (UNP) position steady in Q1 2022 at 48 shares worth $13K. The position accounts for 0.35% of the portfolio, ranked #50.

Wealthstreet Investment Advisors first reported a position in UNP in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.53M in Q4 2020. 2,480 funds tracked by Wall St. Rank hold UNP as of Q1 2022.

  • Wealthstreet Investment Advisors held 48 shares of Union Pacific worth $13K as of Q1 2022.
  • Wealthstreet Investment Advisors left its Union Pacific share count unchanged in Q1 2022.
  • Union Pacific made up 0.35% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #50 holding.
  • Wealthstreet Investment Advisors first reported a position in Union Pacific in Q4 2017 and has held it in 18 quarters since.
  • Wealthstreet Investment Advisors's Union Pacific position peaked at $1.53M in Q4 2020.
  • 2,480 funds tracked by Wall St. Rank held Union Pacific as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.