CAPTRUST Financial Advisors
UPH

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

CAPTRUST 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
2022
Q3 		– Sell
-100
Closed -$1K – 4549
2022
Q2 		$1K Hold
100
– – ﹤0.01% 4840
2022
Q1 		$1K Hold
100
– – ﹤0.01% 4815
2021
Q4 		$2K Hold
100
– – ﹤0.01% 4483
2021
Q3 		$3K Hold
100
– – ﹤0.01% 4181
2021
Q2 		$7K Hold
100
– – ﹤0.01% 3737
2021
Q1 		$10K Buy
+100
New +$10.3K ﹤0.01% 3459

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 $107M AUM 82.62% 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

CAPTRUST Financial Advisors's UPH Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of UpHealth, Inc. (UPH) in Q3 2022, closing a stake of 100 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in UPH in Q1 2021 and held it in 6 quarters. The position peaked at $10K in Q1 2021. 46 funds tracked by Wall St. Rank hold UPH as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining UpHealth, Inc. position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 100 UpHealth, Inc. shares in Q3 2022, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in UpHealth, Inc. in Q1 2021 and held it in 6 quarters.
  • CAPTRUST Financial Advisors's UpHealth, Inc. position peaked at $10K in Q1 2021.
  • 46 funds tracked by Wall St. Rank held UpHealth, Inc. as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.