BT Wealth Management »

United Parcel Service shares owned by BT Wealth Management

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by BT Wealth Management from 13F filings

Historical chart of BT Wealth Management investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by BT Wealth Management 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 BT Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $236k 1.3k 182.38
2022-03-31 $278k 1.3k 214.84
2021-12-31 $293k 1.4k 214.65

More positions owned by BT Wealth Management

Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core High Dv Etf (HDV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Us Sml Cp Value (SVAL)
Ishares Tr Blackrock Ultra (ICSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Home Depot (HD)
Ishares Tr Russell 2000 Etf (IWM)
Accenture Plc Ireland Shs Class A (ACN)

View all positions for BT Wealth Management

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