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WMG Financial Advisors’s United Parcel Service UPS Stock Holding History

WMG Financial 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
2022
Q2 		– Sell
-1,118
Closed -$240K – 178
2022
Q1 		$240K Sell
1,118
-287
-20% -$61K 0.18% 138
2021
Q4 		$301K Buy
+1,405
New +$286K 0.23% 115

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WMG Financial Advisors's UPS Position: Q2 2022 in Review

WMG Financial Advisors sold out of United Parcel Service (UPS) in Q2 2022, closing a stake of 1,118 shares — an estimated $240K sold.

WMG Financial Advisors first reported a position in UPS in Q4 2021 and held it in 2 quarters. The position peaked at $301K in Q4 2021. 2,145 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

  • WMG Financial Advisors reported no remaining United Parcel Service position as of Q2 2022 after selling out during the quarter.
  • WMG Financial Advisors sold 1,118 United Parcel Service shares in Q2 2022, an estimated $240K.
  • WMG Financial Advisors first reported a position in United Parcel Service in Q4 2021 and held it in 2 quarters.
  • WMG Financial Advisors's United Parcel Service position peaked at $301K in Q4 2021.
  • 2,145 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on WMG Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.