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Focused Wealth Management’s Upland Software UPLD Stock Holding History

Focused Wealth 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
2020
Q2 		– Sell
-17
Closed -$4K – 834
2020
Q1 		$4K Buy
+17
New +$6.15K ﹤0.01% 557

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Focused Wealth Management's UPLD Position: Q2 2020 in Review

Focused Wealth Management sold out of Upland Software (UPLD) in Q2 2020, closing a stake of 17 shares — an estimated $4K sold.

Focused Wealth Management first reported a position in UPLD in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 153 funds tracked by Wall St. Rank hold UPLD as of Q2 2020.

  • Focused Wealth Management reported no remaining Upland Software position as of Q2 2020 after selling out during the quarter.
  • Focused Wealth Management sold 17 Upland Software shares in Q2 2020, an estimated $4K.
  • Focused Wealth Management first reported a position in Upland Software in Q1 2020 and held it in 1 quarter.
  • Focused Wealth Management's Upland Software position peaked at $4K in Q1 2020.
  • 153 funds tracked by Wall St. Rank held Upland Software as of Q2 2020.

Based on Focused Wealth Management's 13F filing for Q2 2020, filed 24 Jul 2020.