IA
UPH

IFP Advisors’s UpHealth, Inc. UPH Stock Holding History

IFP Advisors’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
2023
Q1 		– Sell
-242,000
Closed -$2.24M – 4643
2022
Q4 		$2.24M Buy
242,000
+219,980
+999% +$856K 0.06% 346
2022
Q3 		$2.19M Buy
22,020
+10,000
+83% +$59.8K 0.06% 361
2022
Q2 		$1.19M Hold
12,020
– – 0.04% 522
2022
Q1 		$1.19M Buy
+12,020
New +$266K 0.04% 522

Other funds holding UPH

AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MAMNY
Marathon Asset Management (New York) New York $41.5M AUM 245.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IFP Advisors's UPH Position: Q1 2023 in Review

IFP Advisors sold out of UpHealth, Inc. (UPH) in Q1 2023, closing a stake of 242,000 shares — an estimated $2.24M sold.

IFP Advisors first reported a position in UPH in Q1 2022 and held it in 4 quarters. The position peaked at $2.24M in Q4 2022. 29 funds tracked by Wall St. Rank hold UPH as of Q1 2023.

  • IFP Advisors reported no remaining UpHealth, Inc. position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 242,000 UpHealth, Inc. shares in Q1 2023, an estimated $2.24M.
  • IFP Advisors first reported a position in UpHealth, Inc. in Q1 2022 and held it in 4 quarters.
  • IFP Advisors's UpHealth, Inc. position peaked at $2.24M in Q4 2022.
  • 29 funds tracked by Wall St. Rank held UpHealth, Inc. as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.