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EverSource Wealth Advisors’s Upland Software UPLD Stock Holding History

EverSource Wealth Advisors’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 		– Sell
-26
Closed -$1.2K – 2747
2023
Q3 		$1.2K Buy
+26
New +$948 ﹤0.01% 2149
2023
Q1 		– Sell
-149
Closed -$10.6K – 2536
2022
Q4 		$10.6K Buy
149
+85
+133% +$6.33K ﹤0.01% 1309
2022
Q3 		$5K Buy
+64
New +$7.08K ﹤0.01% 1401
2022
Q2 		– Sell
-17
Closed -$3K – 1895
2022
Q1 		$3K Sell
17
-9
-35% -$1.65K ﹤0.01% 1462
2021
Q4 		$5K Buy
+26
New +$6.61K ﹤0.01% 1282

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

EverSource Wealth Advisors's UPLD Position: Q4 2023 in Review

EverSource Wealth Advisors sold out of Upland Software (UPLD) in Q4 2023, closing a stake of 26 shares — an estimated $1.2K sold.

EverSource Wealth Advisors first reported a position in UPLD in Q4 2021 and held it in 5 quarters. The position peaked at $10.6K in Q4 2022. 94 funds tracked by Wall St. Rank hold UPLD as of Q4 2023.

  • EverSource Wealth Advisors reported no remaining Upland Software position as of Q4 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 26 Upland Software shares in Q4 2023, an estimated $1.2K.
  • EverSource Wealth Advisors first reported a position in Upland Software in Q4 2021 and held it in 5 quarters.
  • EverSource Wealth Advisors's Upland Software position peaked at $10.6K in Q4 2022.
  • 94 funds tracked by Wall St. Rank held Upland Software as of Q4 2023.

Based on EverSource Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.