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Partnership Wealth Management’s Upbound Group UPBD Stock Holding History

Partnership 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
2024
Q4 		– Sell
-200
Closed -$6.4K – 175
2024
Q3 		$6.4K Sell
200
-11,903
-98% -$383K ﹤0.01% 170
2024
Q2 		$372K Sell
12,103
-6,738
-36% -$215K 0.27% 67
2024
Q1 		$663K Sell
18,841
-1,750
-8% -$58.4K 0.47% 54
2023
Q4 		$684K Buy
+20,591
New +$613K 0.52% 49

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Partnership Wealth Management's UPBD Position: Q4 2024 in Review

Partnership Wealth Management sold out of Upbound Group (UPBD) in Q4 2024, closing a stake of 200 shares — an estimated $6.4K sold.

Partnership Wealth Management first reported a position in UPBD in Q4 2023 and held it in 4 quarters. The position peaked at $684K in Q4 2023. 240 funds tracked by Wall St. Rank hold UPBD as of Q4 2024.

  • Partnership Wealth Management reported no remaining Upbound Group position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 200 Upbound Group shares in Q4 2024, an estimated $6.4K.
  • Partnership Wealth Management first reported a position in Upbound Group in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's Upbound Group position peaked at $684K in Q4 2023.
  • 240 funds tracked by Wall St. Rank held Upbound Group as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.