Cetera Advisors’s Upland Software UPLD Stock Holding History

Cetera Advisors’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
2023 Q2	–	Sell	-1,058	Closed	-$45.5K	–	1767
2023 Q1	$45.5K	Buy	+1,058	New	+$73.3K	﹤0.01%	1596

Other funds holding UPLD

HCM

Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Cetera Advisors's UPLD Position: Q2 2023 in Review

Cetera Advisors sold out of Upland Software (UPLD) in Q2 2023, closing a stake of 1,058 shares — an estimated $45.5K sold.

Cetera Advisors first reported a position in UPLD in Q1 2023 and held it in 1 quarter. The position peaked at $45.5K in Q1 2023. 89 funds tracked by Wall St. Rank hold UPLD as of Q2 2023.

Cetera Advisors reported no remaining Upland Software position as of Q2 2023 after selling out during the quarter.
Cetera Advisors sold 1,058 Upland Software shares in Q2 2023, an estimated $45.5K.
Cetera Advisors first reported a position in Upland Software in Q1 2023 and held it in 1 quarter.
Cetera Advisors's Upland Software position peaked at $45.5K in Q1 2023.
89 funds tracked by Wall St. Rank held Upland Software as of Q2 2023.

Based on Cetera Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.