CWA
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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 – 311
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 $5.7T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return