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Coppell Advisory Solutions Corp’s Upland Software UPLD Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-40
Closed -$2.85K – 1029
2022
Q4 		$2.85K Buy
+40
New +$2.98K ﹤0.01% 810

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Coppell Advisory Solutions Corp's UPLD Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Upland Software (UPLD) in Q1 2023, closing a stake of 40 shares — an estimated $2.85K sold.

Coppell Advisory Solutions Corp first reported a position in UPLD in Q4 2022 and held it in 1 quarter. The position peaked at $2.85K in Q4 2022. 120 funds tracked by Wall St. Rank hold UPLD as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Upland Software position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 40 Upland Software shares in Q1 2023, an estimated $2.85K.
  • Coppell Advisory Solutions Corp first reported a position in Upland Software in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Upland Software position peaked at $2.85K in Q4 2022.
  • 120 funds tracked by Wall St. Rank held Upland Software as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.