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Arkadios Wealth Advisors’s Upland Software UPLD Stock Holding History

Arkadios Wealth 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
2021
Q4 		– Sell
-1
Closed – – 1715
2021
Q3 		$0 Hold
1
– – ﹤0.01% 2064
2021
Q2 		$0 Hold
1
– – ﹤0.01% 2039
2021
Q1 		$0 Hold
1
– – ﹤0.01% 1754
2020
Q4 		$0 Buy
+1
New +$440 ﹤0.01% 1489

Other funds holding UPLD

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

Arkadios Wealth Advisors's UPLD Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Upland Software (UPLD) in Q4 2021, closing a stake of 1 share.

Arkadios Wealth Advisors first reported a position in UPLD in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q3 2021. 155 funds tracked by Wall St. Rank hold UPLD as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Upland Software position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1 Upland Software share in Q4 2021.
  • Arkadios Wealth Advisors first reported a position in Upland Software in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Upland Software position peaked at $0 in Q3 2021.
  • 155 funds tracked by Wall St. Rank held Upland Software as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.