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AdvisorShares Investments’s Upbound Group UPBD Stock Holding History

AdvisorShares Investments’s Portfolio UPBD Stock Details UPBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-16,953
Closed -$416K – 334
2023
Q1 		$416K Sell
16,953
-2,187
-11% -$56.3K 0.13% 99
2022
Q4 		$432K Buy
+19,140
New +$410K 0.12% 106

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AdvisorShares Investments's UPBD Position: Q2 2023 in Review

AdvisorShares Investments sold out of Upbound Group (UPBD) in Q2 2023, closing a stake of 16,953 shares — an estimated $416K sold.

AdvisorShares Investments first reported a position in UPBD in Q4 2022 and held it in 2 quarters. The position peaked at $432K in Q4 2022. 220 funds tracked by Wall St. Rank hold UPBD as of Q2 2023.

  • AdvisorShares Investments reported no remaining Upbound Group position as of Q2 2023 after selling out during the quarter.
  • AdvisorShares Investments sold 16,953 Upbound Group shares in Q2 2023, an estimated $416K.
  • AdvisorShares Investments first reported a position in Upbound Group in Q4 2022 and held it in 2 quarters.
  • AdvisorShares Investments's Upbound Group position peaked at $432K in Q4 2022.
  • 220 funds tracked by Wall St. Rank held Upbound Group as of Q2 2023.

Based on AdvisorShares Investments's 13F filing for Q2 2023, filed 9 Aug 2023.