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Carolina Wealth Advisors’s Upbound Group UPBD Stock Holding History

Carolina Wealth Advisors’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
2025
Q1 		– Sell
-2,401
Closed -$70K – 310
2024
Q4 		$70K Sell
2,401
-68
-3% -$2.11K 0.04% 91
2024
Q3 		$79K Buy
2,469
+37
+2% +$1.19K 0.04% 87
2024
Q2 		$74.7K Buy
2,432
+167
+7% +$5.33K 0.04% 80
2024
Q1 		$79.8K Hold
2,265
– – 0.04% 89
2023
Q4 		$76.9K Hold
2,265
– – 0.04% 94
2023
Q3 		$66.7K Sell
2,265
-118
-5% -$3.68K 0.04% 110
2023
Q2 		$74.2K Sell
2,383
-80,446
-97% -$2.35M 0.04% 88
2023
Q1 		$2.03M Sell
82,829
-99,030
-54% -$2.55M 1.19% 24
2022
Q4 		$4.1M Sell
181,859
-2,826
-2% -$60.5K 2.58% 16
2022
Q3 		$3.23M Buy
184,685
+2,182
+1% +$54.3K 2.54% 19
2022
Q2 		$3.55M Buy
182,503
+71,612
+65% +$1.78M 2.35% 21
2022
Q1 		$2.79M Buy
110,891
+14,334
+15% +$518K 1.76% 22
2021
Q4 		$4.64M Buy
96,557
+95,204
+7,037% +$4.76M 2.62% 15
2021
Q3 		$76K Sell
1,353
-10
-0.7% -$589 0.05% 111
2021
Q2 		$72K Buy
1,363
+210
+18% +$12.2K 0.05% 122
2021
Q1 		$66K Buy
1,153
+1,138
+7,587% +$59.5K 0.05% 122
2020
Q4 		$1K Hold
15
– – ﹤0.01% 236
2020
Q3 		$0 Buy
+15
New +$444 ﹤0.01% 231

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Carolina Wealth Advisors's UPBD Position: Q1 2025 in Review

Carolina Wealth Advisors sold out of Upbound Group (UPBD) in Q1 2025, closing a stake of 2,401 shares — an estimated $70K sold.

Carolina Wealth Advisors first reported a position in UPBD in Q3 2020 and held it in 18 quarters. The position peaked at $4.64M in Q4 2021. 243 funds tracked by Wall St. Rank hold UPBD as of Q1 2025.

  • Carolina Wealth Advisors reported no remaining Upbound Group position as of Q1 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 2,401 Upbound Group shares in Q1 2025, an estimated $70K.
  • Carolina Wealth Advisors first reported a position in Upbound Group in Q3 2020 and held it in 18 quarters.
  • Carolina Wealth Advisors's Upbound Group position peaked at $4.64M in Q4 2021.
  • 243 funds tracked by Wall St. Rank held Upbound Group as of Q1 2025.

Based on Carolina Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.