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Financial Gravity Asset Management’s Upland Software UPLD Stock Holding History

Financial Gravity Asset Management’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
2019
Q4 		$36K Hold
1
– – 0.02% 794
2019
Q3 		$0 Hold
1
– – ﹤0.01% 1566
2019
Q2 		$0 Hold
1
– – ﹤0.01% 1677
2019
Q1 		$0 Buy
+1
New +$340 ﹤0.01% 1554
2018
Q3 		$2K Buy
6
+1
+20% +$346 ﹤0.01% 1010
2018
Q2 		$2K Sell
5
-2
-29% -$627 ﹤0.01% 1034
2018
Q1 		$2K Buy
+7
New +$1.73K ﹤0.01% 1009

Other funds holding UPLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $167M AUM 4.07% 1-Year Est. Return
RCM
Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Financial Gravity Asset Management's UPLD Position: Q4 2019 in Review

Financial Gravity Asset Management held its Upland Software (UPLD) position steady in Q4 2019 at 1 share worth $36K. The position accounts for 0.02% of the portfolio, ranked #794.

Financial Gravity Asset Management first reported a position in UPLD in Q1 2018 and has held it in 7 quarters since. 163 funds tracked by Wall St. Rank hold UPLD as of Q4 2019.

  • Financial Gravity Asset Management held 1 share of Upland Software worth $36K as of Q4 2019.
  • Financial Gravity Asset Management left its Upland Software share count unchanged in Q4 2019.
  • Upland Software made up 0.02% of Financial Gravity Asset Management's portfolio in Q4 2019, its #794 holding.
  • Financial Gravity Asset Management first reported a position in Upland Software in Q1 2018 and has held it in 7 quarters since.
  • 163 funds tracked by Wall St. Rank held Upland Software as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.