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Wealthstreet Investment Advisors’s United Parcel Service UPS Stock Holding History

Wealthstreet Investment Advisors’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
-5,291
Closed -$899K – 310
2021
Q1 		$899K Sell
5,291
-1,650
-24% -$267K 0.09% 181
2020
Q4 		$1.17M Buy
6,941
+50
+0.7% +$8.44K 0.12% 153
2020
Q3 		$1.15M Buy
6,891
+475
+7% +$69.2K 0.13% 140
2020
Q2 		$713K Buy
6,416
+800
+14% +$79.9K 0.09% 174
2020
Q1 		$525K Sell
5,616
-600
-10% -$62.2K 0.08% 177
2019
Q4 		$728K Hold
6,216
– – 0.08% 190
2019
Q3 		$727K Sell
6,216
-1,200
-16% -$137K 0.09% 178
2019
Q2 		$766K Hold
7,416
– – 0.1% 169
2019
Q1 		$829K Buy
7,416
+250
+3% +$26.5K 0.11% 160
2018
Q4 		$719K Sell
7,166
-400
-5% -$43.4K 0.1% 174
2018
Q3 		$884K Sell
7,566
-50
-0.7% -$5.88K 0.11% 167
2018
Q2 		$809K Buy
7,616
+25
+0.3% +$2.81K 0.11% 176
2018
Q1 		$794K Buy
7,591
+1,575
+26% +$182K 0.1% 179
2017
Q4 		$717K Buy
+6,016
New +$707K 0.09% 191

Other funds holding UPS

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthstreet Investment Advisors's UPS Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of United Parcel Service (UPS) in Q2 2021, closing a stake of 5,291 shares — an estimated $899K sold.

Wealthstreet Investment Advisors first reported a position in UPS in Q4 2017 and held it in 14 quarters. The position peaked at $1.17M in Q4 2020. 2,010 funds tracked by Wall St. Rank hold UPS as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining United Parcel Service position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 5,291 United Parcel Service shares in Q2 2021, an estimated $899K.
  • Wealthstreet Investment Advisors first reported a position in United Parcel Service in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's United Parcel Service position peaked at $1.17M in Q4 2020.
  • 2,010 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.