AEPWM
UPBD icon

Atlantic Edge Private Wealth Management’s Upbound Group UPBD Stock Holding History

Atlantic Edge Private Wealth Management’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
2025
Q1 		– Sell
-100
Closed -$2.92K – 521
2024
Q4 		$2.92K Sell
100
-500
-83% -$15.5K ﹤0.01% 425
2024
Q3 		$19.2K Hold
600
– – 0.01% 274
2024
Q2 		$18.4K Hold
600
– – 0.01% 262
2024
Q1 		$21.1K Hold
600
– – 0.01% 246
2023
Q4 		$20.4K Buy
+600
New +$17.9K 0.01% 237

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
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Atlantic Edge Private Wealth Management's UPBD Position: Q1 2025 in Review

Atlantic Edge Private Wealth Management sold out of Upbound Group (UPBD) in Q1 2025, closing a stake of 100 shares — an estimated $2.92K sold.

Atlantic Edge Private Wealth Management first reported a position in UPBD in Q4 2023 and held it in 5 quarters. The position peaked at $21.1K in Q1 2024. 243 funds tracked by Wall St. Rank hold UPBD as of Q1 2025.

  • Atlantic Edge Private Wealth Management reported no remaining Upbound Group position as of Q1 2025 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 100 Upbound Group shares in Q1 2025, an estimated $2.92K.
  • Atlantic Edge Private Wealth Management first reported a position in Upbound Group in Q4 2023 and held it in 5 quarters.
  • Atlantic Edge Private Wealth Management's Upbound Group position peaked at $21.1K in Q1 2024.
  • 243 funds tracked by Wall St. Rank held Upbound Group as of Q1 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.