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Prentice Wealth Management’s Upbound Group UPBD Stock Holding History

Prentice 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
2025
Q1 		– Sell
-6,922
Closed -$202K – 115
2024
Q4 		$202K Sell
6,922
-62
-0.9% -$1.93K 0.06% 106
2024
Q3 		$223K Sell
6,984
-199
-3% -$6.4K 0.07% 104
2024
Q2 		$221K Sell
7,183
-61
-0.8% -$1.95K 0.07% 104
2024
Q1 		$255K Buy
7,244
+97
+1% +$3.24K 0.09% 101
2023
Q4 		$243K Buy
7,147
+192
+3% +$5.72K 0.09% 97
2023
Q3 		$205K Sell
6,955
-24
-0.3% -$748 0.09% 96
2023
Q2 		$217K Buy
+6,979
New +$204K 0.1% 92
2022
Q3 		– Sell
-6,569
Closed -$128K – 175
2022
Q2 		$128K Buy
+6,569
New +$164K 0.13% 53
2022
Q1 		– Sell
-5,749
Closed -$276K – 104
2021
Q4 		$276K Sell
5,749
-86
-1% -$4.3K 0.13% 83
2021
Q3 		$328K Sell
5,835
-70
-1% -$4.12K 0.16% 62
2021
Q2 		$313K Buy
5,905
+269
+5% +$15.6K 0.16% 65
2021
Q1 		$325K Buy
+5,636
New +$295K 0.18% 54

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
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Prentice Wealth Management's UPBD Position: Q1 2025 in Review

Prentice Wealth Management sold out of Upbound Group (UPBD) in Q1 2025, closing a stake of 6,922 shares — an estimated $202K sold.

Prentice Wealth Management first reported a position in UPBD in Q1 2021 and held it in 12 quarters. The position peaked at $328K in Q3 2021. 243 funds tracked by Wall St. Rank hold UPBD as of Q1 2025.

  • Prentice Wealth Management reported no remaining Upbound Group position as of Q1 2025 after selling out during the quarter.
  • Prentice Wealth Management sold 6,922 Upbound Group shares in Q1 2025, an estimated $202K.
  • Prentice Wealth Management first reported a position in Upbound Group in Q1 2021 and held it in 12 quarters.
  • Prentice Wealth Management's Upbound Group position peaked at $328K in Q3 2021.
  • 243 funds tracked by Wall St. Rank held Upbound Group as of Q1 2025.

Based on Prentice Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.