Charles Schwab
UPH

Charles Schwab’s UpHealth, Inc. UPH Stock Holding History

Charles Schwab’s Portfolio UPH Stock Details UPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,800
Closed -$15K – 3594
2022
Q3 		$15K Hold
2,800
– – ﹤0.01% 3495
2022
Q2 		$17K Hold
2,800
– – ﹤0.01% 3530
2022
Q1 		$34K Hold
2,800
– – ﹤0.01% 3566
2021
Q4 		$63K Buy
+2,800
New +$64.8K ﹤0.01% 3489

Other funds holding UPH

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MAMNY
Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $85.6M AUM 156.27% 1-Year Est. Return

Charles Schwab's UPH Position: Q4 2022 in Review

Charles Schwab sold out of UpHealth, Inc. (UPH) in Q4 2022, closing a stake of 2,800 shares — an estimated $15K sold.

Charles Schwab first reported a position in UPH in Q4 2021 and held it in 4 quarters. The position peaked at $63K in Q4 2021. 32 funds tracked by Wall St. Rank hold UPH as of Q4 2022.

  • Charles Schwab reported no remaining UpHealth, Inc. position as of Q4 2022 after selling out during the quarter.
  • Charles Schwab sold 2,800 UpHealth, Inc. shares in Q4 2022, an estimated $15K.
  • Charles Schwab first reported a position in UpHealth, Inc. in Q4 2021 and held it in 4 quarters.
  • Charles Schwab's UpHealth, Inc. position peaked at $63K in Q4 2021.
  • 32 funds tracked by Wall St. Rank held UpHealth, Inc. as of Q4 2022.

Based on Charles Schwab's 13F filing for Q4 2022, filed 13 Feb 2023.