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Cornerstone Planning Group’s Upbound Group UPBD Stock Holding History

Cornerstone Planning Group’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
2024
Q3 		– Sell
-27
Closed -$889 – 1373
2024
Q2 		$889 Buy
+27
New +$862 ﹤0.01% 968

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return

Cornerstone Planning Group's UPBD Position: Q3 2024 in Review

Cornerstone Planning Group sold out of Upbound Group (UPBD) in Q3 2024, closing a stake of 27 shares — an estimated $889 sold.

Cornerstone Planning Group first reported a position in UPBD in Q2 2024 and held it in 1 quarter. The position peaked at $889 in Q2 2024. 245 funds tracked by Wall St. Rank hold UPBD as of Q3 2024.

  • Cornerstone Planning Group reported no remaining Upbound Group position as of Q3 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 27 Upbound Group shares in Q3 2024, an estimated $889.
  • Cornerstone Planning Group first reported a position in Upbound Group in Q2 2024 and held it in 1 quarter.
  • Cornerstone Planning Group's Upbound Group position peaked at $889 in Q2 2024.
  • 245 funds tracked by Wall St. Rank held Upbound Group as of Q3 2024.

Based on Cornerstone Planning Group's 13F filing for Q3 2024, filed 5 Nov 2024.