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Juncture Wealth Strategies’s Upland Software UPLD Stock Holding History

Juncture Wealth Strategies’s Portfolio UPLD Stock Details UPLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,024
Closed -$943K – 122
2021
Q1 		$943K Buy
2,024
+627
+45% +$303K 0.59% 39
2020
Q4 		$641K Sell
1,397
-106
-7% -$46.7K 0.41% 54
2020
Q3 		$567K Buy
1,503
+386
+35% +$139K 0.39% 57
2020
Q2 		$388K Sell
1,117
-203
-15% -$63.3K 0.29% 75
2020
Q1 		$354K Buy
1,320
+172
+15% +$62.2K 0.33% 69
2019
Q4 		$410K Buy
1,148
+198
+21% +$74K 0.32% 78
2019
Q3 		$331K Buy
+950
New +$395K 0.29% 80

Other funds holding UPLD

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Juncture Wealth Strategies's UPLD Position: Q2 2021 in Review

Juncture Wealth Strategies sold out of Upland Software (UPLD) in Q2 2021, closing a stake of 2,024 shares — an estimated $943K sold.

Juncture Wealth Strategies first reported a position in UPLD in Q3 2019 and held it in 7 quarters. The position peaked at $943K in Q1 2021. 157 funds tracked by Wall St. Rank hold UPLD as of Q2 2021.

  • Juncture Wealth Strategies reported no remaining Upland Software position as of Q2 2021 after selling out during the quarter.
  • Juncture Wealth Strategies sold 2,024 Upland Software shares in Q2 2021, an estimated $943K.
  • Juncture Wealth Strategies first reported a position in Upland Software in Q3 2019 and held it in 7 quarters.
  • Juncture Wealth Strategies's Upland Software position peaked at $943K in Q1 2021.
  • 157 funds tracked by Wall St. Rank held Upland Software as of Q2 2021.

Based on Juncture Wealth Strategies's 13F filing for Q2 2021, filed 13 Aug 2021.