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American Portfolios Advisors’s Upland Software UPLD Stock Holding History

American Portfolios Advisors’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
Q3 		$187 Hold
2
– – ﹤0.01% 3462
2022
Q2 		$334 Hold
2
– – ﹤0.01% 3429
2022
Q1 		$405 Hold
2
– – ﹤0.01% 3488
2021
Q4 		$413 Sell
2
-5
-71% -$1.27K ﹤0.01% 3429
2021
Q3 		$2.27K Hold
7
– – ﹤0.01% 3127
2021
Q2 		$2.8K Hold
7
– – ﹤0.01% 3042
2021
Q1 		$3.21K Hold
7
– – ﹤0.01% 2860
2020
Q4 		$3.12K Buy
7
+2
+40% +$881 ﹤0.01% 2582
2020
Q3 		$1.7K Buy
+5
New +$1.8K ﹤0.01% 2659

Other funds holding UPLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Portfolios Advisors's UPLD Position: Q3 2022 in Review

American Portfolios Advisors held its Upland Software (UPLD) position steady in Q3 2022 at 2 shares worth $187. The position accounts for ﹤0.01% of the portfolio, ranked #3462.

American Portfolios Advisors first reported a position in UPLD in Q3 2020 and has held it in 9 quarters since. The position peaked at $3.21K in Q1 2021. 134 funds tracked by Wall St. Rank hold UPLD as of Q3 2022.

  • American Portfolios Advisors held 2 shares of Upland Software worth $187 as of Q3 2022.
  • American Portfolios Advisors left its Upland Software share count unchanged in Q3 2022.
  • Upland Software made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3462 holding.
  • American Portfolios Advisors first reported a position in Upland Software in Q3 2020 and has held it in 9 quarters since.
  • American Portfolios Advisors's Upland Software position peaked at $3.21K in Q1 2021.
  • 134 funds tracked by Wall St. Rank held Upland Software as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.