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Financial Advocates Investment Management’s Upbound Group UPBD Stock Holding History

Financial Advocates Investment Management’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
2022
Q1 		– Sell
-4,572
Closed -$762K – 817
2021
Q4 		$762K Buy
+4,572
New +$229K 0.05% 389
2021
Q3 		– Sell
-4,581
Closed -$708K – 805
2021
Q2 		$708K Buy
+4,581
New +$266K 0.05% 391

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 $1.9T AUM 41.92% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Financial Advocates Investment Management's UPBD Position: Q1 2022 in Review

Financial Advocates Investment Management sold out of Upbound Group (UPBD) in Q1 2022, closing a stake of 4,572 shares — an estimated $762K sold.

Financial Advocates Investment Management first reported a position in UPBD in Q2 2021 and held it in 2 quarters. The position peaked at $762K in Q4 2021. 225 funds tracked by Wall St. Rank hold UPBD as of Q1 2022.

  • Financial Advocates Investment Management reported no remaining Upbound Group position as of Q1 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,572 Upbound Group shares in Q1 2022, an estimated $762K.
  • Financial Advocates Investment Management first reported a position in Upbound Group in Q2 2021 and held it in 2 quarters.
  • Financial Advocates Investment Management's Upbound Group position peaked at $762K in Q4 2021.
  • 225 funds tracked by Wall St. Rank held Upbound Group as of Q1 2022.

Based on Financial Advocates Investment Management's 13F filing for Q1 2022, filed 11 May 2022.