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Glassman Wealth Services’s Upbound Group UPBD Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-32
Closed -$1.09K – 1732
2023
Q4 		$1.09K Hold
32
– – ﹤0.01% 1517
2023
Q3 		$942 Hold
32
– – ﹤0.01% 1563
2023
Q2 		$996 Hold
32
– – ﹤0.01% 1447
2023
Q1 		$784 Hold
32
– – ﹤0.01% 1505
2022
Q4 		$722 Buy
32
+10
+45% +$214 ﹤0.01% 1520
2022
Q3 		$0 Hold
22
– – ﹤0.01% 1996
2022
Q2 		$0 Buy
+22
New +$548 ﹤0.01% 2009

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 $2.3T AUM 54.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glassman Wealth Services's UPBD Position: Q1 2024 in Review

Glassman Wealth Services sold out of Upbound Group (UPBD) in Q1 2024, closing a stake of 32 shares — an estimated $1.09K sold.

Glassman Wealth Services first reported a position in UPBD in Q2 2022 and held it in 7 quarters. The position peaked at $1.09K in Q4 2023. 242 funds tracked by Wall St. Rank hold UPBD as of Q1 2024.

  • Glassman Wealth Services reported no remaining Upbound Group position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 32 Upbound Group shares in Q1 2024, an estimated $1.09K.
  • Glassman Wealth Services first reported a position in Upbound Group in Q2 2022 and held it in 7 quarters.
  • Glassman Wealth Services's Upbound Group position peaked at $1.09K in Q4 2023.
  • 242 funds tracked by Wall St. Rank held Upbound Group as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.