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Harvest Group Wealth Management’s Upbound Group UPBD Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-11
Closed – – 679
2020
Q4 		$0 Hold
11
– – ﹤0.01% 853
2020
Q3 		$0 Hold
11
– – ﹤0.01% 831
2020
Q2 		$0 Hold
11
– – ﹤0.01% 851
2020
Q1 		$0 Sell
11
-58
-84% -$1.4K ﹤0.01% 1011
2019
Q4 		$1K Hold
69
– – ﹤0.01% 882
2019
Q3 		$2K Hold
69
– – ﹤0.01% 775
2019
Q2 		$1K Hold
69
– – ﹤0.01% 823
2019
Q1 		$1K Buy
+69
New +$1.27K ﹤0.01% 856

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
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Harvest Group Wealth Management's UPBD Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Upbound Group (UPBD) in Q1 2021, closing a stake of 11 shares.

Harvest Group Wealth Management first reported a position in UPBD in Q1 2019 and held it in 8 quarters. The position peaked at $2K in Q3 2019. 269 funds tracked by Wall St. Rank hold UPBD as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Upbound Group position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 11 Upbound Group shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Upbound Group in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Upbound Group position peaked at $2K in Q3 2019.
  • 269 funds tracked by Wall St. Rank held Upbound Group as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.