Commonwealth Equity Services
UPH

Commonwealth Equity Services’s UpHealth, Inc. UPH Stock Holding History

Commonwealth Equity Services’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
-2,043
Closed -$10K – 3848
2022
Q3 		$10K Hold
2,043
– – ﹤0.01% 3623
2022
Q2 		$12K Buy
2,043
+290
+17% +$2.26K ﹤0.01% 3612
2022
Q1 		$20K Buy
1,753
+50
+3% +$1.11K ﹤0.01% 3661
2021
Q4 		$38K Buy
1,703
+250
+17% +$5.79K ﹤0.01% 3558
2021
Q3 		$45K Hold
1,453
– – ﹤0.01% 3504
2021
Q2 		$97K Buy
1,453
+37
+3% +$3.48K ﹤0.01% 3404
2021
Q1 		$142K Buy
+1,416
New +$146K ﹤0.01% 3219

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

Commonwealth Equity Services's UPH Position: Q4 2022 in Review

Commonwealth Equity Services sold out of UpHealth, Inc. (UPH) in Q4 2022, closing a stake of 2,043 shares — an estimated $10K sold.

Commonwealth Equity Services first reported a position in UPH in Q1 2021 and held it in 7 quarters. The position peaked at $142K in Q1 2021. 32 funds tracked by Wall St. Rank hold UPH as of Q4 2022.

  • Commonwealth Equity Services reported no remaining UpHealth, Inc. position as of Q4 2022 after selling out during the quarter.
  • Commonwealth Equity Services sold 2,043 UpHealth, Inc. shares in Q4 2022, an estimated $10K.
  • Commonwealth Equity Services first reported a position in UpHealth, Inc. in Q1 2021 and held it in 7 quarters.
  • Commonwealth Equity Services's UpHealth, Inc. position peaked at $142K in Q1 2021.
  • 32 funds tracked by Wall St. Rank held UpHealth, Inc. as of Q4 2022.

Based on Commonwealth Equity Services's 13F filing for Q4 2022, filed 7 Feb 2023.