Allworth Financial’s Upland Software UPLD Stock Holding History

Allworth Financial’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 Q4	–	Sell	-9	Closed	-$1K	–	3207
2022 Q3	$1K	Buy	+9	New	+$996	﹤0.01%	2529

Other funds holding UPLD

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

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

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Allworth Financial's UPLD Position: Q4 2022 in Review

Allworth Financial sold out of Upland Software (UPLD) in Q4 2022, closing a stake of 9 shares — an estimated $1K sold.

Allworth Financial first reported a position in UPLD in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 131 funds tracked by Wall St. Rank hold UPLD as of Q4 2022.

Allworth Financial reported no remaining Upland Software position as of Q4 2022 after selling out during the quarter.
Allworth Financial sold 9 Upland Software shares in Q4 2022, an estimated $1K.
Allworth Financial first reported a position in Upland Software in Q3 2022 and held it in 1 quarter.
Allworth Financial's Upland Software position peaked at $1K in Q3 2022.
131 funds tracked by Wall St. Rank held Upland Software as of Q4 2022.

Based on Allworth Financial's 13F filing for Q4 2022, filed 13 Jan 2023.