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AMG National Trust Bank’s Upland Software UPLD Stock Holding History

AMG National Trust Bank’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
Q1 		– Sell
-2,547
Closed -$457K – 470
2021
Q4 		$457K Hold
2,547
– – 0.01% 363
2021
Q3 		$852K Buy
+2,547
New +$955K 0.03% 301

Other funds holding UPLD

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

AMG National Trust Bank's UPLD Position: Q1 2022 in Review

AMG National Trust Bank sold out of Upland Software (UPLD) in Q1 2022, closing a stake of 2,547 shares — an estimated $457K sold.

AMG National Trust Bank first reported a position in UPLD in Q3 2021 and held it in 2 quarters. The position peaked at $852K in Q3 2021. 149 funds tracked by Wall St. Rank hold UPLD as of Q1 2022.

  • AMG National Trust Bank reported no remaining Upland Software position as of Q1 2022 after selling out during the quarter.
  • AMG National Trust Bank sold 2,547 Upland Software shares in Q1 2022, an estimated $457K.
  • AMG National Trust Bank first reported a position in Upland Software in Q3 2021 and held it in 2 quarters.
  • AMG National Trust Bank's Upland Software position peaked at $852K in Q3 2021.
  • 149 funds tracked by Wall St. Rank held Upland Software as of Q1 2022.

Based on AMG National Trust Bank's 13F filing for Q1 2022, filed 10 May 2022.