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Concourse Financial Group Securities’s Upland Software UPLD Stock Holding History

Concourse Financial Group Securities’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
2022
Q1 		– Sell
-43
Closed -$7.89K – 2445
2021
Q4 		$8K Buy
43
+12
+39% +$3.05K ﹤0.01% 1938
2021
Q3 		$11K Buy
31
+11
+55% +$4.12K ﹤0.01% 1875
2021
Q2 		$8K Buy
20
+5
+33% +$2.2K ﹤0.01% 1952
2021
Q1 		$7K Sell
15
-5
-25% -$2.41K ﹤0.01% 1896
2020
Q4 		$9K Buy
20
+7
+54% +$3.08K ﹤0.01% 1735
2020
Q3 		$5K Buy
+13
New +$4.69K ﹤0.01% 1815
2020
Q2 		– Sell
-5
Closed -$1.56K – 2267
2020
Q1 		$1K Sell
5
-3
-38% -$1.08K ﹤0.01% 2099
2019
Q4 		$3K Buy
+8
New +$2.99K ﹤0.01% 1816
2019
Q3 		– Sell
-8
Closed -$3.32K – 2143
2019
Q2 		$4K Sell
8
-1
-11% -$458 ﹤0.01% 1836
2019
Q1 		$3K Sell
9
-8
-47% -$2.72K ﹤0.01% 1957
2018
Q4 		$4K Sell
17
-5
-23% -$1.5K ﹤0.01% 1766
2018
Q3 		$7K Buy
+22
New +$7.61K ﹤0.01% 1296

Other funds holding UPLD

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.46B AUM 30.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

Concourse Financial Group Securities's UPLD Position: Q1 2022 in Review

Concourse Financial Group Securities sold out of Upland Software (UPLD) in Q1 2022, closing a stake of 43 shares — an estimated $7.89K sold.

Concourse Financial Group Securities first reported a position in UPLD in Q3 2018 and held it in 12 quarters. The position peaked at $11K in Q3 2021. 149 funds tracked by Wall St. Rank hold UPLD as of Q1 2022.

  • Concourse Financial Group Securities reported no remaining Upland Software position as of Q1 2022 after selling out during the quarter.
  • Concourse Financial Group Securities sold 43 Upland Software shares in Q1 2022, an estimated $7.89K.
  • Concourse Financial Group Securities first reported a position in Upland Software in Q3 2018 and held it in 12 quarters.
  • Concourse Financial Group Securities's Upland Software position peaked at $11K in Q3 2021.
  • 149 funds tracked by Wall St. Rank held Upland Software as of Q1 2022.

Based on Concourse Financial Group Securities's 13F filing for Q1 2022, filed 9 May 2022.