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IBEX Wealth Advisors’s Upbound Group UPBD Stock Holding History

IBEX Wealth Advisors’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
Q2 		– Sell
-108,957
Closed -$6.28M – 197
2021
Q1 		$6.28M Buy
108,957
+3,130
+3% +$164K 1.55% 15
2020
Q4 		$4.05M Buy
105,827
+2,199
+2% +$74.7K 1.06% 37
2020
Q3 		$3.1M Buy
+103,628
New +$3.06M 0.9% 50

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $303M AUM 2.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IBEX Wealth Advisors's UPBD Position: Q2 2021 in Review

IBEX Wealth Advisors sold out of Upbound Group (UPBD) in Q2 2021, closing a stake of 108,957 shares — an estimated $6.28M sold.

IBEX Wealth Advisors first reported a position in UPBD in Q3 2020 and held it in 3 quarters. The position peaked at $6.28M in Q1 2021. 284 funds tracked by Wall St. Rank hold UPBD as of Q2 2021.

  • IBEX Wealth Advisors reported no remaining Upbound Group position as of Q2 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 108,957 Upbound Group shares in Q2 2021, an estimated $6.28M.
  • IBEX Wealth Advisors first reported a position in Upbound Group in Q3 2020 and held it in 3 quarters.
  • IBEX Wealth Advisors's Upbound Group position peaked at $6.28M in Q1 2021.
  • 284 funds tracked by Wall St. Rank held Upbound Group as of Q2 2021.

Based on IBEX Wealth Advisors's 13F filing for Q2 2021, filed 20 Aug 2021.