Capstone Financial Advisors’s UpHealth, Inc. UPH Stock Holding History

Capstone Financial 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
2023 Q4	–	Sell	-14,000	Closed	-$5.88K	–	161
2023 Q3	$5.88K	Buy	14,000 +4,000	+40%	+$5.84K	﹤0.01%	144
2023 Q2	$18.8K	Buy	+10,000	New	+$16.5K	﹤0.01%	141
2022 Q4	–	Sell	-5,000	Closed	-$27K	–	150
2022 Q3	$27K	Hold	5,000	–	–	﹤0.01%	129
2022 Q2	$30K	Hold	5,000	–	–	﹤0.01%	131
2022 Q1	$59K	Buy	5,000 +4,000	+400%	+$88.5K	﹤0.01%	130
2021 Q4	$22K	Buy	+1,000	New	+$23.1K	﹤0.01%	137

Other funds holding UPH

Cohanzick Management Pleasantville, New York $231K AUM 3.17% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

CAZ Investments Houston, Texas $85.6M AUM 156.27% 1-Year Est. Return

Capstone Financial Advisors's UPH Position: Q4 2023 in Review

Capstone Financial Advisors sold out of UpHealth, Inc. (UPH) in Q4 2023, closing a stake of 14,000 shares — an estimated $5.88K sold.

Capstone Financial Advisors first reported a position in UPH in Q4 2021 and held it in 6 quarters. The position peaked at $59K in Q1 2022. 5 funds tracked by Wall St. Rank hold UPH as of Q4 2023.

Capstone Financial Advisors reported no remaining UpHealth, Inc. position as of Q4 2023 after selling out during the quarter.
Capstone Financial Advisors sold 14,000 UpHealth, Inc. shares in Q4 2023, an estimated $5.88K.
Capstone Financial Advisors first reported a position in UpHealth, Inc. in Q4 2021 and held it in 6 quarters.
Capstone Financial Advisors's UpHealth, Inc. position peaked at $59K in Q1 2022.
5 funds tracked by Wall St. Rank held UpHealth, Inc. as of Q4 2023.

Based on Capstone Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.