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Ashton Thomas Private Wealth’s Upbound Group UPBD Stock Holding History

Ashton Thomas Private Wealth’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
Q3 		– Sell
-2,886
Closed -$88.6K – 1770
2024
Q2 		$88.6K Buy
+2,886
New +$92.2K ﹤0.01% 785

Other funds holding UPBD

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return

Ashton Thomas Private Wealth's UPBD Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Upbound Group (UPBD) in Q3 2024, closing a stake of 2,886 shares — an estimated $88.6K sold.

Ashton Thomas Private Wealth first reported a position in UPBD in Q2 2024 and held it in 1 quarter. The position peaked at $88.6K in Q2 2024. 245 funds tracked by Wall St. Rank hold UPBD as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining Upbound Group position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 2,886 Upbound Group shares in Q3 2024, an estimated $88.6K.
  • Ashton Thomas Private Wealth first reported a position in Upbound Group in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's Upbound Group position peaked at $88.6K in Q2 2024.
  • 245 funds tracked by Wall St. Rank held Upbound Group as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.