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Advisor Group’s Upland Software UPLD Stock Holding History

Advisor Group’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
2019
Q4 		$208K Sell
584
-65
-10% -$24.3K ﹤0.01% 2363
2019
Q3 		$226K Sell
649
-3,754
-85% -$1.56M ﹤0.01% 2226
2019
Q2 		$2M Buy
4,403
+4,096
+1,334% +$1.88M 0.02% 757
2019
Q1 		$130K Sell
307
-36
-10% -$12.2K ﹤0.01% 2629
2018
Q4 		$93K Sell
343
-7
-2% -$2.1K ﹤0.01% 2711
2018
Q3 		$112K Buy
350
+119
+52% +$41.2K ﹤0.01% 2682
2018
Q2 		$79K Buy
+231
New +$72.4K ﹤0.01% 2720

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
RCM
Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Advisor Group's UPLD Position: Q4 2019 in Review

Advisor Group reduced its Upland Software (UPLD) stake by 10% in Q4 2019, selling an estimated $24.3K and leaving 584 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #2363.

Advisor Group first reported a position in UPLD in Q2 2018 and has held it in 7 quarters since. The position peaked at $2M in Q2 2019. 163 funds tracked by Wall St. Rank hold UPLD as of Q4 2019.

  • Advisor Group held 584 shares of Upland Software worth $208K as of Q4 2019.
  • Advisor Group sold 65 Upland Software shares in Q4 2019, an estimated $24.3K.
  • Upland Software made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2363 holding.
  • Advisor Group first reported a position in Upland Software in Q2 2018 and has held it in 7 quarters since.
  • Advisor Group's Upland Software position peaked at $2M in Q2 2019.
  • 163 funds tracked by Wall St. Rank held Upland Software as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.