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Financial Management Professionals’s Upland Software UPLD Stock Holding History

Financial Management Professionals’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
2021
Q2 		– Sell
-155
Closed -$73K – 961
2021
Q1 		$73K Buy
155
+2
+1% +$965 0.02% 181
2020
Q4 		$70K Sell
153
-6
-4% -$2.64K 0.02% 172
2020
Q3 		$60K Sell
159
-34
-18% -$12.3K 0.02% 175
2020
Q2 		$67K Buy
+193
New +$60.1K 0.02% 158

Other funds holding UPLD

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Financial Management Professionals's UPLD Position: Q2 2021 in Review

Financial Management Professionals sold out of Upland Software (UPLD) in Q2 2021, closing a stake of 155 shares — an estimated $73K sold.

Financial Management Professionals first reported a position in UPLD in Q2 2020 and held it in 4 quarters. The position peaked at $73K in Q1 2021. 157 funds tracked by Wall St. Rank hold UPLD as of Q2 2021.

  • Financial Management Professionals reported no remaining Upland Software position as of Q2 2021 after selling out during the quarter.
  • Financial Management Professionals sold 155 Upland Software shares in Q2 2021, an estimated $73K.
  • Financial Management Professionals first reported a position in Upland Software in Q2 2020 and held it in 4 quarters.
  • Financial Management Professionals's Upland Software position peaked at $73K in Q1 2021.
  • 157 funds tracked by Wall St. Rank held Upland Software as of Q2 2021.

Based on Financial Management Professionals's 13F filing for Q2 2021, filed 5 Aug 2021.