Carson Wealth (CWM LLC)
UPLD icon

Carson Wealth (CWM LLC)’s Upland Software UPLD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio UPLD Stock Details UPLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2
Closed – – 4770
2023
Q4 		$0 Buy
+2
New +$86 ﹤0.01% 4533
2023
Q2 		– Sell
-33
Closed -$1K – 4473
2023
Q1 		$1K Buy
33
+14
+74% +$970 ﹤0.01% 3948
2022
Q4 		$1K Sell
19
-144
-88% -$10.7K ﹤0.01% 3866
2022
Q3 		$13K Buy
+163
New +$18K ﹤0.01% 2531

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2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UPLD Position: Q1 2024 in Review

Carson Wealth (CWM LLC) sold out of Upland Software (UPLD) in Q1 2024, closing a stake of 2 shares.

Carson Wealth (CWM LLC) first reported a position in UPLD in Q3 2022 and held it in 4 quarters. The position peaked at $13K in Q3 2022. 79 funds tracked by Wall St. Rank hold UPLD as of Q1 2024.

  • Carson Wealth (CWM LLC) reported no remaining Upland Software position as of Q1 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2 Upland Software shares in Q1 2024.
  • Carson Wealth (CWM LLC) first reported a position in Upland Software in Q3 2022 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s Upland Software position peaked at $13K in Q3 2022.
  • 79 funds tracked by Wall St. Rank held Upland Software as of Q1 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2024, filed 5 Apr 2024.