BDO Wealth Advisors’s Upbound Group UPBD Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$18.7K	Hold	600	–	–	﹤0.01%	585
2023 Q1	$14.7K	Hold	600	–	–	﹤0.01%	637
2022 Q4	$13.5K	Hold	600	–	–	﹤0.01%	642
2022 Q3	$11K	Hold	600	–	–	﹤0.01%	697
2022 Q2	$12K	Buy	600 +100	+20%	+$2.49K	﹤0.01%	659
2022 Q1	$13K	Buy	500 +100	+25%	+$3.61K	﹤0.01%	693
2021 Q4	$19K	Hold	400	–	–	﹤0.01%	631
2021 Q3	$22K	Hold	400	–	–	﹤0.01%	597
2021 Q2	$21K	Sell	400 -16	-4%	-$929	﹤0.01%	620
2021 Q1	$24K	Hold	416	–	–	﹤0.01%	590
2020 Q4	$16K	Buy	416 +400	+2,500%	+$13.6K	﹤0.01%	496
2020 Q3	$0	Buy	+16	New	+$473	﹤0.01%	955

Other funds holding UPBD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BDO Wealth Advisors's UPBD Position: Q2 2023 in Review

BDO Wealth Advisors held its Upbound Group (UPBD) position steady in Q2 2023 at 600 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

BDO Wealth Advisors first reported a position in UPBD in Q3 2020 and has held it in 12 quarters since. The position peaked at $24K in Q1 2021. 220 funds tracked by Wall St. Rank hold UPBD as of Q2 2023.

BDO Wealth Advisors held 600 shares of Upbound Group worth $18.7K as of Q2 2023.
BDO Wealth Advisors left its Upbound Group share count unchanged in Q2 2023.
Upbound Group made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #585 holding.
BDO Wealth Advisors first reported a position in Upbound Group in Q3 2020 and has held it in 12 quarters since.
BDO Wealth Advisors's Upbound Group position peaked at $24K in Q1 2021.
220 funds tracked by Wall St. Rank held Upbound Group as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.