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Avior Wealth Management’s Upbound Group UPBD Stock Holding History

Avior 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
2024
Q2 		– Sell
-11
Closed -$387 – 3663
2024
Q1 		$387 Buy
+11
New +$367 ﹤0.01% 2639
2023
Q2 		– Sell
-743
Closed -$18.2K – 1675
2023
Q1 		$18.2K Buy
+743
New +$19.1K ﹤0.01% 964

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
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 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 $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avior Wealth Management's UPBD Position: Q2 2024 in Review

Avior Wealth Management sold out of Upbound Group (UPBD) in Q2 2024, closing a stake of 11 shares — an estimated $387 sold.

Avior Wealth Management first reported a position in UPBD in Q1 2023 and held it in 2 quarters. The position peaked at $18.2K in Q1 2023. 247 funds tracked by Wall St. Rank hold UPBD as of Q2 2024.

  • Avior Wealth Management reported no remaining Upbound Group position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 11 Upbound Group shares in Q2 2024, an estimated $387.
  • Avior Wealth Management first reported a position in Upbound Group in Q1 2023 and held it in 2 quarters.
  • Avior Wealth Management's Upbound Group position peaked at $18.2K in Q1 2023.
  • 247 funds tracked by Wall St. Rank held Upbound Group as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.