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Bogart Wealth LLC’s Upbound Group UPBD Stock Holding History

Bogart Wealth LLC’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
2021
Q3 		– Sell
-79
Closed -$4K – 778
2021
Q2 		$4K Hold
79
– – ﹤0.01% 553
2021
Q1 		$5K Buy
+79
New +$4.13K ﹤0.01% 493

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 $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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

Bogart Wealth LLC's UPBD Position: Q3 2021 in Review

Bogart Wealth LLC sold out of Upbound Group (UPBD) in Q3 2021, closing a stake of 79 shares — an estimated $4K sold.

Bogart Wealth LLC first reported a position in UPBD in Q1 2021 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 270 funds tracked by Wall St. Rank hold UPBD as of Q3 2021.

  • Bogart Wealth LLC reported no remaining Upbound Group position as of Q3 2021 after selling out during the quarter.
  • Bogart Wealth LLC sold 79 Upbound Group shares in Q3 2021, an estimated $4K.
  • Bogart Wealth LLC first reported a position in Upbound Group in Q1 2021 and held it in 2 quarters.
  • Bogart Wealth LLC's Upbound Group position peaked at $5K in Q1 2021.
  • 270 funds tracked by Wall St. Rank held Upbound Group as of Q3 2021.

Based on Bogart Wealth LLC's 13F filing for Q3 2021, filed 15 Oct 2021.