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Integrated Advisors Network’s Upbound Group UPBD Stock Holding History

Integrated Advisors Network’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
2024
Q2 		– Sell
-9,948
Closed -$350K – 742
2024
Q1 		$350K Sell
9,948
-4,568
-31% -$153K 0.02% 561
2023
Q4 		$493K Sell
14,516
-1,446
-9% -$43.1K 0.03% 435
2023
Q3 		$470K Sell
15,962
-737
-4% -$23K 0.03% 435
2023
Q2 		$520K Sell
16,699
-2,037
-11% -$59.5K 0.03% 424
2023
Q1 		$459K Buy
+18,736
New +$482K 0.03% 453

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Integrated Advisors Network's UPBD Position: Q2 2024 in Review

Integrated Advisors Network sold out of Upbound Group (UPBD) in Q2 2024, closing a stake of 9,948 shares — an estimated $350K sold.

Integrated Advisors Network first reported a position in UPBD in Q1 2023 and held it in 5 quarters. The position peaked at $520K in Q2 2023. 247 funds tracked by Wall St. Rank hold UPBD as of Q2 2024.

  • Integrated Advisors Network reported no remaining Upbound Group position as of Q2 2024 after selling out during the quarter.
  • Integrated Advisors Network sold 9,948 Upbound Group shares in Q2 2024, an estimated $350K.
  • Integrated Advisors Network first reported a position in Upbound Group in Q1 2023 and held it in 5 quarters.
  • Integrated Advisors Network's Upbound Group position peaked at $520K in Q2 2023.
  • 247 funds tracked by Wall St. Rank held Upbound Group as of Q2 2024.

Based on Integrated Advisors Network's 13F filing for Q2 2024, filed 9 Aug 2024.