Commonwealth Equity Services
UPBD icon

Commonwealth Equity Services’s Upbound Group UPBD Stock Holding History

Commonwealth Equity Services’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
2021
Q4 		– Sell
-18,081
Closed -$1.02M – 3731
2021
Q3 		$1.02M Buy
18,081
+834
+5% +$49.1K ﹤0.01% 1913
2021
Q2 		$915K Buy
17,247
+1,188
+7% +$69K ﹤0.01% 1978
2021
Q1 		$925K Buy
+16,059
New +$840K ﹤0.01% 1858

Other funds holding UPBD

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services's UPBD Position: Q4 2021 in Review

Commonwealth Equity Services sold out of Upbound Group (UPBD) in Q4 2021, closing a stake of 18,081 shares — an estimated $1.02M sold.

Commonwealth Equity Services first reported a position in UPBD in Q1 2021 and held it in 3 quarters. The position peaked at $1.02M in Q3 2021. 247 funds tracked by Wall St. Rank hold UPBD as of Q4 2021.

  • Commonwealth Equity Services reported no remaining Upbound Group position as of Q4 2021 after selling out during the quarter.
  • Commonwealth Equity Services sold 18,081 Upbound Group shares in Q4 2021, an estimated $1.02M.
  • Commonwealth Equity Services first reported a position in Upbound Group in Q1 2021 and held it in 3 quarters.
  • Commonwealth Equity Services's Upbound Group position peaked at $1.02M in Q3 2021.
  • 247 funds tracked by Wall St. Rank held Upbound Group as of Q4 2021.

Based on Commonwealth Equity Services's 13F filing for Q4 2021, filed 31 Jan 2022.