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Western Pacific Wealth Management’s United Parcel Service UPS Stock Holding History

Western Pacific Wealth 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
2023
Q4 		– Sell
-22
Closed -$3.43K – 281
2023
Q3 		$3.43K Hold
22
– – ﹤0.01% 235
2023
Q2 		$3.94K Hold
22
– – ﹤0.01% 239
2023
Q1 		$4.27K Hold
22
– – ﹤0.01% 237
2022
Q4 		$3.82K Buy
+22
New +$3.81K ﹤0.01% 237

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Western Pacific Wealth Management's UPS Position: Q4 2023 in Review

Western Pacific Wealth Management sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 22 shares — an estimated $3.43K sold.

Western Pacific Wealth Management first reported a position in UPS in Q4 2022 and held it in 4 quarters. The position peaked at $4.27K in Q1 2023. 2,264 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

  • Western Pacific Wealth Management reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
  • Western Pacific Wealth Management sold 22 United Parcel Service shares in Q4 2023, an estimated $3.43K.
  • Western Pacific Wealth Management first reported a position in United Parcel Service in Q4 2022 and held it in 4 quarters.
  • Western Pacific Wealth Management's United Parcel Service position peaked at $4.27K in Q1 2023.
  • 2,264 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on Western Pacific Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.