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MorganRosel Wealth Management’s Upbound Group UPBD Stock Holding History

MorganRosel Wealth Management’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
Q3 		– Sell
-15,606
Closed -$828K – 90
2021
Q2 		$828K Buy
+15,606
New +$906K 0.46% 43

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
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MorganRosel Wealth Management's UPBD Position: Q3 2021 in Review

MorganRosel Wealth Management sold out of Upbound Group (UPBD) in Q3 2021, closing a stake of 15,606 shares — an estimated $828K sold.

MorganRosel Wealth Management first reported a position in UPBD in Q2 2021 and held it in 1 quarter. The position peaked at $828K in Q2 2021. 270 funds tracked by Wall St. Rank hold UPBD as of Q3 2021.

  • MorganRosel Wealth Management reported no remaining Upbound Group position as of Q3 2021 after selling out during the quarter.
  • MorganRosel Wealth Management sold 15,606 Upbound Group shares in Q3 2021, an estimated $828K.
  • MorganRosel Wealth Management first reported a position in Upbound Group in Q2 2021 and held it in 1 quarter.
  • MorganRosel Wealth Management's Upbound Group position peaked at $828K in Q2 2021.
  • 270 funds tracked by Wall St. Rank held Upbound Group as of Q3 2021.

Based on MorganRosel Wealth Management's 13F filing for Q3 2021, filed 26 Oct 2021.