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Worth Financial Advisory Group’s Union Pacific UNP Stock Holding History

Worth Financial Advisory Group’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
2024
Q2 		– Sell
-2,305
Closed -$567K – 161
2024
Q1 		$567K Buy
+2,305
New +$567K 0.39% 69

Other funds holding UNP

Vanguard Group
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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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Worth Financial Advisory Group's UNP Position: Q2 2024 in Review

Worth Financial Advisory Group sold out of Union Pacific (UNP) in Q2 2024, closing a stake of 2,305 shares — an estimated $567K sold.

Worth Financial Advisory Group first reported a position in UNP in Q1 2024 and held it in 1 quarter. The position peaked at $567K in Q1 2024. 2,561 funds tracked by Wall St. Rank hold UNP as of Q2 2024.

  • Worth Financial Advisory Group reported no remaining Union Pacific position as of Q2 2024 after selling out during the quarter.
  • Worth Financial Advisory Group sold 2,305 Union Pacific shares in Q2 2024, an estimated $567K.
  • Worth Financial Advisory Group first reported a position in Union Pacific in Q1 2024 and held it in 1 quarter.
  • Worth Financial Advisory Group's Union Pacific position peaked at $567K in Q1 2024.
  • 2,561 funds tracked by Wall St. Rank held Union Pacific as of Q2 2024.

Based on Worth Financial Advisory Group's 13F filing for Q2 2024, filed 26 Jul 2024.