AE Wealth Management’s Upbound Group UPBD Stock Holding History

AE Wealth Management’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
2024 Q1	–	Sell	-12,856	Closed	-$448K	–	1942
2023 Q4	$448K	Buy	+12,856	New	+$383K	﹤0.01%	1503

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AE Wealth Management's UPBD Position: Q1 2024 in Review

AE Wealth Management sold out of Upbound Group (UPBD) in Q1 2024, closing a stake of 12,856 shares — an estimated $448K sold.

AE Wealth Management first reported a position in UPBD in Q4 2023 and held it in 1 quarter. The position peaked at $448K in Q4 2023. 242 funds tracked by Wall St. Rank hold UPBD as of Q1 2024.

AE Wealth Management reported no remaining Upbound Group position as of Q1 2024 after selling out during the quarter.
AE Wealth Management sold 12,856 Upbound Group shares in Q1 2024, an estimated $448K.
AE Wealth Management first reported a position in Upbound Group in Q4 2023 and held it in 1 quarter.
AE Wealth Management's Upbound Group position peaked at $448K in Q4 2023.
242 funds tracked by Wall St. Rank held Upbound Group as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.