Private Advisor Group’s Upland Software UPLD Stock Holding History

Private Advisor Group’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
2020 Q3	–	Sell	-7	Closed	-$3K	–	3327
2020 Q2	$3K	Buy	+7	New	+$2.18K	﹤0.01%	3483

Other funds holding UPLD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Private Advisor Group's UPLD Position: Q3 2020 in Review

Private Advisor Group sold out of Upland Software (UPLD) in Q3 2020, closing a stake of 7 shares — an estimated $3K sold.

Private Advisor Group first reported a position in UPLD in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 163 funds tracked by Wall St. Rank hold UPLD as of Q3 2020.

Private Advisor Group reported no remaining Upland Software position as of Q3 2020 after selling out during the quarter.
Private Advisor Group sold 7 Upland Software shares in Q3 2020, an estimated $3K.
Private Advisor Group first reported a position in Upland Software in Q2 2020 and held it in 1 quarter.
Private Advisor Group's Upland Software position peaked at $3K in Q2 2020.
163 funds tracked by Wall St. Rank held Upland Software as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.