Patriot Financial Group Insurance Agency’s Upbound Group UPBD Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-50	Closed	-$1K	–	1856
2022 Q2	$1K	Sell	50 -415	-89%	-$10.3K	﹤0.01%	1957
2022 Q1	$12K	Sell	465 -199	-30%	-$7.19K	﹤0.01%	1299
2021 Q4	$32K	Buy	664 +3	+0.5%	+$150	0.01%	1036
2021 Q3	$37K	Buy	661 +3	+0.5%	+$177	0.01%	983
2021 Q2	$35K	Buy	658 +3	+0.5%	+$174	0.01%	966
2021 Q1	$38K	Buy	655 +352	+116%	+$18.4K	0.01%	869
2020 Q4	$12K	Buy	303 +3	+1%	+$102	﹤0.01%	1166
2020 Q3	$9K	Buy	+300	New	+$8.87K	﹤0.01%	1071

Other funds holding UPBD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

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

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Patriot Financial Group Insurance Agency's UPBD Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Upbound Group (UPBD) in Q3 2022, closing a stake of 50 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in UPBD in Q3 2020 and held it in 8 quarters. The position peaked at $38K in Q1 2021. 216 funds tracked by Wall St. Rank hold UPBD as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Upbound Group position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 50 Upbound Group shares in Q3 2022, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in Upbound Group in Q3 2020 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's Upbound Group position peaked at $38K in Q1 2021.
216 funds tracked by Wall St. Rank held Upbound Group as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.