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Coppell Advisory Solutions’s Upbound Group UPBD Stock Holding History

Coppell Advisory Solutions’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
2023
Q4 		$17.9K Buy
+527
New +$15.7K ﹤0.01% 774

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Coppell Advisory Solutions's UPBD Position: Q4 2023 in Review

Coppell Advisory Solutions opened a new position in Upbound Group (UPBD) in Q4 2023: 527 shares worth $17.9K. The stake represents ﹤0.01% of the portfolio and ranks #774 among its holdings.

233 funds tracked by Wall St. Rank hold UPBD as of Q4 2023.

  • Coppell Advisory Solutions held 527 shares of Upbound Group worth $17.9K as of Q4 2023.
  • Upbound Group was a new Coppell Advisory Solutions position in Q4 2023.
  • Upbound Group made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #774 holding.
  • 233 funds tracked by Wall St. Rank held Upbound Group as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.