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Motley Fool Wealth Management’s Upland Software UPLD Stock Holding History

Motley Fool 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
2023
Q1 		– Sell
-32,922
Closed -$2.35M – 123
2022
Q4 		$2.35M Sell
32,922
-3,894
-11% -$290K 0.16% 99
2022
Q3 		$2.99M Sell
36,816
-1,539
-4% -$170K 0.2% 96
2022
Q2 		$5.57M Sell
38,355
-1,789
-4% -$261K 0.35% 81
2022
Q1 		$7.07M Buy
40,144
+952
+2% +$175K 0.34% 84
2021
Q4 		$7.03M Sell
39,192
-2,056
-5% -$523K 0.31% 81
2021
Q3 		$13.8M Buy
41,248
+23,817
+137% +$8.93M 0.6% 53
2021
Q2 		$7.18M Buy
+17,431
New +$7.67M 0.3% 82

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Motley Fool Wealth Management's UPLD Position: Q1 2023 in Review

Motley Fool Wealth Management sold out of Upland Software (UPLD) in Q1 2023, closing a stake of 32,922 shares — an estimated $2.35M sold.

Motley Fool Wealth Management first reported a position in UPLD in Q2 2021 and held it in 7 quarters. The position peaked at $13.8M in Q3 2021. 120 funds tracked by Wall St. Rank hold UPLD as of Q1 2023.

  • Motley Fool Wealth Management reported no remaining Upland Software position as of Q1 2023 after selling out during the quarter.
  • Motley Fool Wealth Management sold 32,922 Upland Software shares in Q1 2023, an estimated $2.35M.
  • Motley Fool Wealth Management first reported a position in Upland Software in Q2 2021 and held it in 7 quarters.
  • Motley Fool Wealth Management's Upland Software position peaked at $13.8M in Q3 2021.
  • 120 funds tracked by Wall St. Rank held Upland Software as of Q1 2023.

Based on Motley Fool Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.