BBPWM
UPH

Blue Bell Private Wealth Management’s UpHealth, Inc. UPH Stock Holding History

Blue Bell Private Wealth Management’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
2022
Q3 		– Sell
-1
Closed – – 870
2022
Q2 		$0 Hold
1
– – ﹤0.01% 919
2022
Q1 		$0 Hold
1
– – ﹤0.01% 959
2021
Q4 		$0 Buy
+1
New +$23 ﹤0.01% 869

Other funds holding UPH

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

Blue Bell Private Wealth Management's UPH Position: Q3 2022 in Review

Blue Bell Private Wealth Management sold out of UpHealth, Inc. (UPH) in Q3 2022, closing a stake of 1 share.

Blue Bell Private Wealth Management first reported a position in UPH in Q4 2021 and held it in 3 quarters. The position peaked at $0 in Q2 2022. 46 funds tracked by Wall St. Rank hold UPH as of Q3 2022.

  • Blue Bell Private Wealth Management reported no remaining UpHealth, Inc. position as of Q3 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 1 UpHealth, Inc. share in Q3 2022.
  • Blue Bell Private Wealth Management first reported a position in UpHealth, Inc. in Q4 2021 and held it in 3 quarters.
  • Blue Bell Private Wealth Management's UpHealth, Inc. position peaked at $0 in Q2 2022.
  • 46 funds tracked by Wall St. Rank held UpHealth, Inc. as of Q3 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.