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Coppell Advisory Solutions’s Upland Software UPLD Stock Holding History

Coppell Advisory Solutions’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
Q4 		$1.69K Hold
40
– – ﹤0.01% 1320
2023
Q3 		$2.85K Hold
40
– – ﹤0.01% 808
2023
Q2 		$1.45K Buy
+40
New +$1.38K ﹤0.01% 1068
2023
Q1 		– Sell
-40
Closed -$2.85K – 1029
2022
Q4 		$2.85K Buy
+40
New +$2.98K ﹤0.01% 810

Other funds holding UPLD

HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Coppell Advisory Solutions held its Upland Software (UPLD) position steady in Q4 2023 at 40 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Coppell Advisory Solutions first reported a position in UPLD in Q4 2022 and has held it in 4 quarters since. The position peaked at $2.85K in Q3 2023. 94 funds tracked by Wall St. Rank hold UPLD as of Q4 2023.

  • Coppell Advisory Solutions held 40 shares of Upland Software worth $1.69K as of Q4 2023.
  • Coppell Advisory Solutions left its Upland Software share count unchanged in Q4 2023.
  • Upland Software made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #1320 holding.
  • Coppell Advisory Solutions first reported a position in Upland Software in Q4 2022 and has held it in 4 quarters since.
  • Coppell Advisory Solutions's Upland Software position peaked at $2.85K in Q3 2023.
  • 94 funds tracked by Wall St. Rank held Upland Software as of Q4 2023.

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