Raymond James Financial Services Advisors
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Raymond James Financial Services Advisors’s Upland Software UPLD Stock Holding History

Raymond James Financial Services Advisors’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
2021
Q4 		– Sell
-1,567
Closed -$524K – 3440
2021
Q3 		$524K Hold
1,567
– – ﹤0.01% 2335
2021
Q2 		$645K Sell
1,567
-16
-1% -$7.04K ﹤0.01% 2217
2021
Q1 		$747K Sell
1,583
-100
-6% -$48.3K ﹤0.01% 2042
2020
Q4 		$772K Buy
1,683
+81
+5% +$35.7K ﹤0.01% 1871
2020
Q3 		$604K Sell
1,602
-25
-2% -$9.01K ﹤0.01% 1861
2020
Q2 		$565K Buy
1,627
+418
+35% +$130K ﹤0.01% 1839
2020
Q1 		$324K Sell
1,209
-2,132
-64% -$771K ﹤0.01% 1808
2019
Q4 		$1.19M Buy
3,341
+858
+35% +$321K ﹤0.01% 1454
2019
Q3 		$865K Buy
2,483
+104
+4% +$43.2K ﹤0.01% 1554
2019
Q2 		$1.08M Buy
2,379
+113
+5% +$51.7K ﹤0.01% 1455
2019
Q1 		$960K Hold
2,266
– – ﹤0.01% 1476
2018
Q4 		$616K Buy
2,266
+70
+3% +$21K ﹤0.01% 1533
2018
Q3 		$709K Sell
2,196
-232
-10% -$80.3K ﹤0.01% 1676
2018
Q2 		$834K Sell
2,428
-492
-17% -$154K ﹤0.01% 1536
2018
Q1 		$841K Buy
+2,920
New +$720K ﹤0.01% 1421

Other funds holding UPLD

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.46B AUM 30.05% 1-Year Est. Return
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
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Raymond James Financial Services Advisors's UPLD Position: Q4 2021 in Review

Raymond James Financial Services Advisors sold out of Upland Software (UPLD) in Q4 2021, closing a stake of 1,567 shares — an estimated $524K sold.

Raymond James Financial Services Advisors first reported a position in UPLD in Q1 2018 and held it in 15 quarters. The position peaked at $1.19M in Q4 2019. 155 funds tracked by Wall St. Rank hold UPLD as of Q4 2021.

  • Raymond James Financial Services Advisors reported no remaining Upland Software position as of Q4 2021 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 1,567 Upland Software shares in Q4 2021, an estimated $524K.
  • Raymond James Financial Services Advisors first reported a position in Upland Software in Q1 2018 and held it in 15 quarters.
  • Raymond James Financial Services Advisors's Upland Software position peaked at $1.19M in Q4 2019.
  • 155 funds tracked by Wall St. Rank held Upland Software as of Q4 2021.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.