Optimum Investment Advisors’s Upbound Group UPBD Stock Holding History

Optimum Investment Advisors’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
2019 Q2	–	Sell	-1,000	Closed	-$21K	–	1004
2019 Q1	$21K	Buy	+1,000	New	+$18.4K	0.01%	681

Other funds holding UPBD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Optimum Investment Advisors's UPBD Position: Q2 2019 in Review

Optimum Investment Advisors sold out of Upbound Group (UPBD) in Q2 2019, closing a stake of 1,000 shares — an estimated $21K sold.

Optimum Investment Advisors first reported a position in UPBD in Q1 2019 and held it in 1 quarter. The position peaked at $21K in Q1 2019. 211 funds tracked by Wall St. Rank hold UPBD as of Q2 2019.

Optimum Investment Advisors reported no remaining Upbound Group position as of Q2 2019 after selling out during the quarter.
Optimum Investment Advisors sold 1,000 Upbound Group shares in Q2 2019, an estimated $21K.
Optimum Investment Advisors first reported a position in Upbound Group in Q1 2019 and held it in 1 quarter.
Optimum Investment Advisors's Upbound Group position peaked at $21K in Q1 2019.
211 funds tracked by Wall St. Rank held Upbound Group as of Q2 2019.

Based on Optimum Investment Advisors's 13F filing for Q2 2019, filed 29 Jul 2019.