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Glassman Wealth Services’s Upland Software UPLD Stock Holding History

Glassman Wealth Services’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
2022
Q1 		– Sell
-2
Closed – – 1959
2021
Q4 		$0 Buy
+2
New +$509 ﹤0.01% 1926

Other funds holding UPLD

MAMU
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

Glassman Wealth Services's UPLD Position: Q1 2022 in Review

Glassman Wealth Services sold out of Upland Software (UPLD) in Q1 2022, closing a stake of 2 shares.

Glassman Wealth Services first reported a position in UPLD in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 149 funds tracked by Wall St. Rank hold UPLD as of Q1 2022.

  • Glassman Wealth Services reported no remaining Upland Software position as of Q1 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 2 Upland Software shares in Q1 2022.
  • Glassman Wealth Services first reported a position in Upland Software in Q4 2021 and held it in 1 quarter.
  • Glassman Wealth Services's Upland Software position peaked at $0 in Q4 2021.
  • 149 funds tracked by Wall St. Rank held Upland Software as of Q1 2022.

Based on Glassman Wealth Services's 13F filing for Q1 2022, filed 14 Apr 2022.