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Castle Rock Wealth Management’s Upland Software UPLD Stock Holding History

Castle Rock Wealth Management’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
2020
Q1 		– Sell
-519
Closed -$222K – 186
2019
Q4 		$222K Buy
+519
New +$194K 0.2% 152

Other funds holding UPLD

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CU
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

Castle Rock Wealth Management's UPLD Position: Q1 2020 in Review

Castle Rock Wealth Management sold out of Upland Software (UPLD) in Q1 2020, closing a stake of 519 shares — an estimated $222K sold.

Castle Rock Wealth Management first reported a position in UPLD in Q4 2019 and held it in 1 quarter. The position peaked at $222K in Q4 2019. 151 funds tracked by Wall St. Rank hold UPLD as of Q1 2020.

  • Castle Rock Wealth Management reported no remaining Upland Software position as of Q1 2020 after selling out during the quarter.
  • Castle Rock Wealth Management sold 519 Upland Software shares in Q1 2020, an estimated $222K.
  • Castle Rock Wealth Management first reported a position in Upland Software in Q4 2019 and held it in 1 quarter.
  • Castle Rock Wealth Management's Upland Software position peaked at $222K in Q4 2019.
  • 151 funds tracked by Wall St. Rank held Upland Software as of Q1 2020.

Based on Castle Rock Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.