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ACG Wealth’s Upland Software UPLD Stock Holding History

ACG Wealth’s Portfolio UPLD Stock Details UPLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-15
Closed -$2K – 970
2022
Q2 		$2K Buy
+15
New +$2.19K ﹤0.01% 840

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ACG Wealth's UPLD Position: Q3 2022 in Review

ACG Wealth sold out of Upland Software (UPLD) in Q3 2022, closing a stake of 15 shares — an estimated $2K sold.

ACG Wealth first reported a position in UPLD in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 134 funds tracked by Wall St. Rank hold UPLD as of Q3 2022.

  • ACG Wealth reported no remaining Upland Software position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 15 Upland Software shares in Q3 2022, an estimated $2K.
  • ACG Wealth first reported a position in Upland Software in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Upland Software position peaked at $2K in Q2 2022.
  • 134 funds tracked by Wall St. Rank held Upland Software as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.