Meridian Wealth Management
UPLD icon

Meridian Wealth Management’s Upland Software UPLD Stock Holding History

Meridian Wealth Management’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
2019
Q3 		– Sell
-50
Closed -$22.8K – 476
2019
Q2 		$22.8K Buy
+50
New +$22.9K 0.01% 519

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Meridian Wealth Management's UPLD Position: Q3 2019 in Review

Meridian Wealth Management sold out of Upland Software (UPLD) in Q3 2019, closing a stake of 50 shares — an estimated $22.8K sold.

Meridian Wealth Management first reported a position in UPLD in Q2 2019 and held it in 1 quarter. The position peaked at $22.8K in Q2 2019. 181 funds tracked by Wall St. Rank hold UPLD as of Q3 2019.

  • Meridian Wealth Management reported no remaining Upland Software position as of Q3 2019 after selling out during the quarter.
  • Meridian Wealth Management sold 50 Upland Software shares in Q3 2019, an estimated $22.8K.
  • Meridian Wealth Management first reported a position in Upland Software in Q2 2019 and held it in 1 quarter.
  • Meridian Wealth Management's Upland Software position peaked at $22.8K in Q2 2019.
  • 181 funds tracked by Wall St. Rank held Upland Software as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.