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GPS Wealth Strategies Group’s Upland Software UPLD Stock Holding History

GPS Wealth Strategies Group’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
2024
Q3 		– Sell
-25
Closed -$623 – 1443
2024
Q2 		$623 Buy
25
+21
+525% +$553 ﹤0.01% 1292
2024
Q1 		$121 Hold
4
– – ﹤0.01% 1228
2023
Q4 		$165 Hold
4
– – ﹤0.01% 1219
2023
Q3 		$180 Hold
4
– – ﹤0.01% 1245
2023
Q2 		$140 Hold
4
– – ﹤0.01% 1220
2023
Q1 		$168 Buy
+4
New +$277 ﹤0.01% 1225
2022
Q4 		– Sell
-4
Closed – – 1018
2022
Q3 		$0 Hold
4
– – ﹤0.01% 1174
2022
Q2 		$1K Hold
4
– – ﹤0.01% 1086
2022
Q1 		$1K Buy
+4
New +$734 ﹤0.01% 1013

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
KLP
Kent Lake PR Anasco, Puerto Rico $198M AUM 5.21% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return

GPS Wealth Strategies Group's UPLD Position: Q3 2024 in Review

GPS Wealth Strategies Group sold out of Upland Software (UPLD) in Q3 2024, closing a stake of 25 shares — an estimated $623 sold.

GPS Wealth Strategies Group first reported a position in UPLD in Q1 2022 and held it in 9 quarters. The position peaked at $1K in Q2 2022. 68 funds tracked by Wall St. Rank hold UPLD as of Q3 2024.

  • GPS Wealth Strategies Group reported no remaining Upland Software position as of Q3 2024 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 25 Upland Software shares in Q3 2024, an estimated $623.
  • GPS Wealth Strategies Group first reported a position in Upland Software in Q1 2022 and held it in 9 quarters.
  • GPS Wealth Strategies Group's Upland Software position peaked at $1K in Q2 2022.
  • 68 funds tracked by Wall St. Rank held Upland Software as of Q3 2024.

Based on GPS Wealth Strategies Group's 13F filing for Q3 2024, filed 29 Oct 2024.