BWA
UPH

BDO Wealth Advisors’s UpHealth, Inc. UPH Stock Holding History

BDO Wealth Advisors’s Portfolio UPH Stock Details UPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-50
Closed -$2K – 1172
2021
Q3 		$2K Hold
50
– – ﹤0.01% 972
2021
Q2 		$3K Hold
50
– – ﹤0.01% 968
2021
Q1 		$5K Hold
50
– – ﹤0.01% 865
2020
Q4 		$5K Hold
50
– – ﹤0.01% 649
2020
Q3 		$5K Buy
+50
New +$5.1K ﹤0.01% 571

Other funds holding UPH

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
MAMNY
Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KC
Kryger Capital London, United Kingdom $1.41B AUM 86.31% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BDO Wealth Advisors's UPH Position: Q4 2021 in Review

BDO Wealth Advisors sold out of UpHealth, Inc. (UPH) in Q4 2021, closing a stake of 50 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in UPH in Q3 2020 and held it in 5 quarters. The position peaked at $5K in Q1 2021. 74 funds tracked by Wall St. Rank hold UPH as of Q4 2021.

  • BDO Wealth Advisors reported no remaining UpHealth, Inc. position as of Q4 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 50 UpHealth, Inc. shares in Q4 2021, an estimated $2K.
  • BDO Wealth Advisors first reported a position in UpHealth, Inc. in Q3 2020 and held it in 5 quarters.
  • BDO Wealth Advisors's UpHealth, Inc. position peaked at $5K in Q1 2021.
  • 74 funds tracked by Wall St. Rank held UpHealth, Inc. as of Q4 2021.

Based on BDO Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.