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Cetera Advisor Networks’s Upbound Group UPBD Stock Holding History

Cetera Advisor Networks’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
2023
Q1 		– Sell
-9,359
Closed -$211K – 2677
2022
Q4 		$211K Buy
+9,359
New +$201K ﹤0.01% 2228
2021
Q3 		– Sell
-3,921
Closed -$208K – 2053
2021
Q2 		$208K Sell
3,921
-360
-8% -$20.9K ﹤0.01% 1743
2021
Q1 		$247K Buy
+4,281
New +$224K 0.01% 1260
2013
Q4 		– Sell
-6,100
Closed -$232K – 782
2013
Q3 		$232K Sell
6,100
-400
-6% -$15.4K 0.02% 575
2013
Q2 		$244K Buy
+6,500
New +$235K 0.02% 491

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cetera Advisor Networks's UPBD Position: Q1 2023 in Review

Cetera Advisor Networks sold out of Upbound Group (UPBD) in Q1 2023, closing a stake of 9,359 shares — an estimated $211K sold.

Cetera Advisor Networks first reported a position in UPBD in Q2 2013 and held it in 5 quarters. The position peaked at $247K in Q1 2021. 204 funds tracked by Wall St. Rank hold UPBD as of Q1 2023.

  • Cetera Advisor Networks reported no remaining Upbound Group position as of Q1 2023 after selling out during the quarter.
  • Cetera Advisor Networks sold 9,359 Upbound Group shares in Q1 2023, an estimated $211K.
  • Cetera Advisor Networks first reported a position in Upbound Group in Q2 2013 and held it in 5 quarters.
  • Cetera Advisor Networks's Upbound Group position peaked at $247K in Q1 2021.
  • 204 funds tracked by Wall St. Rank held Upbound Group as of Q1 2023.

Based on Cetera Advisor Networks's 13F filing for Q1 2023, filed 15 May 2023.