HighPoint Advisor Group’s UpHealth, Inc. UPH Stock Holding History

HighPoint Advisor Group’s Portfolio UPH Stock Details UPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-10,183	Closed	-$4K	–	732
2024 Q2	$4K	Sell	10,183 -1,338	-12%	-$526	﹤0.01%	613
2024 Q1	$10K	Sell	11,521 -350	-3%	-$304	﹤0.01%	637
2023 Q4	$14K	Buy	+11,871	New	+$5.33K	﹤0.01%	638
2022 Q2	$79K	Buy	+13,525	New	+$105K	0.01%	510
2021 Q3	$676K	Sell	21,383 -693	-3%	-$36.2K	0.07%	246
2021 Q2	$1.49M	Buy	22,076 +236	+1%	+$22.2K	0.15%	121
2021 Q1	$2.2M	Buy	21,840 +795	+4%	+$82.2K	0.25%	82
2020 Q4	$2.15M	Buy	+21,045	New	+$2.17M	0.26%	83

Other funds holding UPH

CAZ Investments Houston, Texas $85.6M AUM 156.27% 1-Year Est. Return

HighPoint Advisor Group's UPH Position: Q3 2024 in Review

HighPoint Advisor Group sold out of UpHealth, Inc. (UPH) in Q3 2024, closing a stake of 10,183 shares — an estimated $4K sold.

HighPoint Advisor Group first reported a position in UPH in Q4 2020 and held it in 8 quarters. The position peaked at $2.2M in Q1 2021. 1 fund tracked by Wall St. Rank holds UPH as of Q3 2024.

HighPoint Advisor Group reported no remaining UpHealth, Inc. position as of Q3 2024 after selling out during the quarter.
HighPoint Advisor Group sold 10,183 UpHealth, Inc. shares in Q3 2024, an estimated $4K.
HighPoint Advisor Group first reported a position in UpHealth, Inc. in Q4 2020 and held it in 8 quarters.
HighPoint Advisor Group's UpHealth, Inc. position peaked at $2.2M in Q1 2021.
1 fund tracked by Wall St. Rank held UpHealth, Inc. as of Q3 2024.

Based on HighPoint Advisor Group's 13F filing for Q3 2024, filed 4 Nov 2024.