Beacon Pointe Wealth Advisors »

United Parcel Service shares owned by Beacon Pointe Wealth Advisors

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Beacon Pointe Wealth Advisors from 13F filings

Historical chart of Beacon Pointe Wealth Advisors investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Beacon Pointe Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in United Parcel Service by Beacon Pointe Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-12-31 $1.6M 14k 117.11
2019-09-30 $1.7M 14k 119.83

More positions owned by Beacon Pointe Wealth Advisors

iShares S&P 500 Index (IVV)
Vanguard S&p 500 Etf idx (VOO)
J P Morgan Exchange Traded F ultra shrt (JPST)
Pgim Ultra Short Bd Etf etf/closed end- (PULS)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares Russell 1000 Growth Index (IWF)
Apple (AAPL)
Vanguard Europe Pacific ETF (VEA)
Vanguard Extended Market ETF (VXF)
iShares Russell 1000 Index (IWB)
Vanguard High Dividend Yield ETF (VYM)
American Campus Communities
Pacific Premier Ban (PPBI)
iShares Russell 3000 Index (IWV)
Vanguard Emerging Markets ETF (VWO)

View all positions for Beacon Pointe Wealth Advisors

Top funds holding United Parcel Service

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Geode Capital Management
International Assets Investment Management
Bank of America Corporation
Goldman Sachs Group
Franklin Resources
Amundi
Citadel Advisors
Morgan Stanley
Northern Trust

View all funds holding United Parcel Service