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Avestar Capital’s Upbound Group UPBD Stock Holding History

Avestar Capital’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
2022
Q1 		– Sell
-4,327
Closed -$209K – 481
2021
Q4 		$209K Hold
4,327
– – 0.03% 413
2021
Q3 		$243K Sell
4,327
-3
-0.1% -$177 0.03% 388
2021
Q2 		$231K Sell
4,330
-10
-0.2% -$581 0.03% 388
2021
Q1 		$256K Sell
4,340
-5,974
-58% -$313K 0.06% 271
2020
Q4 		$398K Sell
10,314
-1,498
-13% -$50.9K 0.11% 171
2020
Q3 		$372K Sell
11,812
-4,626
-28% -$137K 0.12% 139
2020
Q2 		$457K Sell
16,438
-1,702
-9% -$37.8K 0.2% 110
2020
Q1 		$256K Buy
+18,140
New +$437K 0.14% 130

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
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Avestar Capital's UPBD Position: Q1 2022 in Review

Avestar Capital sold out of Upbound Group (UPBD) in Q1 2022, closing a stake of 4,327 shares — an estimated $209K sold.

Avestar Capital first reported a position in UPBD in Q1 2020 and held it in 8 quarters. The position peaked at $457K in Q2 2020. 225 funds tracked by Wall St. Rank hold UPBD as of Q1 2022.

  • Avestar Capital reported no remaining Upbound Group position as of Q1 2022 after selling out during the quarter.
  • Avestar Capital sold 4,327 Upbound Group shares in Q1 2022, an estimated $209K.
  • Avestar Capital first reported a position in Upbound Group in Q1 2020 and held it in 8 quarters.
  • Avestar Capital's Upbound Group position peaked at $457K in Q2 2020.
  • 225 funds tracked by Wall St. Rank held Upbound Group as of Q1 2022.

Based on Avestar Capital's 13F filing for Q1 2022, filed 26 Apr 2022.