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Cetera Advisors’s Upbound Group UPBD Stock Holding History

Cetera 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
2024
Q1 		$253K Buy
+7,187
New +$240K ﹤0.01% 2060

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T 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
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 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
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Advisors's UPBD Position: Q1 2024 in Review

Cetera Advisors opened a new position in Upbound Group (UPBD) in Q1 2024: 7,187 shares worth $253K. The stake represents ﹤0.01% of the portfolio and ranks #2060 among its holdings.

243 funds tracked by Wall St. Rank hold UPBD as of Q1 2024.

  • Cetera Advisors held 7,187 shares of Upbound Group worth $253K as of Q1 2024.
  • Upbound Group was a new Cetera Advisors position in Q1 2024.
  • Upbound Group made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2060 holding.
  • 243 funds tracked by Wall St. Rank held Upbound Group as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.