Advisory Services Network’s Upland Software UPLD Stock Holding History

Advisory Services Network’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
2020 Q4	–	Sell	-30	Closed	-$11K	–	3717
2020 Q3	$11K	Buy	+30	New	+$10.8K	﹤0.01%	2397
2019 Q1	–	Sell	-3	Closed	-$1K	–	2695
2018 Q4	$1K	Hold	3	–	–	﹤0.01%	2471
2018 Q3	$1K	Hold	3	–	–	﹤0.01%	2444
2018 Q2	$1K	Buy	+3	New	+$940	﹤0.01%	2403

Other funds holding UPLD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

GEH

General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Advisory Services Network's UPLD Position: Q4 2020 in Review

Advisory Services Network sold out of Upland Software (UPLD) in Q4 2020, closing a stake of 30 shares — an estimated $11K sold.

Advisory Services Network first reported a position in UPLD in Q2 2018 and held it in 4 quarters. The position peaked at $11K in Q3 2020. 188 funds tracked by Wall St. Rank hold UPLD as of Q4 2020.

Advisory Services Network reported no remaining Upland Software position as of Q4 2020 after selling out during the quarter.
Advisory Services Network sold 30 Upland Software shares in Q4 2020, an estimated $11K.
Advisory Services Network first reported a position in Upland Software in Q2 2018 and held it in 4 quarters.
Advisory Services Network's Upland Software position peaked at $11K in Q3 2020.
188 funds tracked by Wall St. Rank held Upland Software as of Q4 2020.

Based on Advisory Services Network's 13F filing for Q4 2020, filed 9 Feb 2021.