SFA
UPH

Sequoia Financial Advisors’s UpHealth, Inc. UPH Stock Holding History

Sequoia Financial Advisors’s Portfolio UPH Stock Details UPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,000
Closed -$16.3K – 887
2022
Q4 		$16.3K Buy
+10,000
New +$38.9K ﹤0.01% 801
2022
Q2 		– Sell
-6,000
Closed -$71K – 700
2022
Q1 		$71K Buy
6,000
+800
+15% +$17.7K ﹤0.01% 651
2021
Q4 		$116K Buy
+5,200
New +$120K ﹤0.01% 567

Other funds holding UPH

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
MAMNY
Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

Sequoia Financial Advisors's UPH Position: Q1 2023 in Review

Sequoia Financial Advisors sold out of UpHealth, Inc. (UPH) in Q1 2023, closing a stake of 10,000 shares — an estimated $16.3K sold.

Sequoia Financial Advisors first reported a position in UPH in Q4 2021 and held it in 3 quarters. The position peaked at $116K in Q4 2021. 29 funds tracked by Wall St. Rank hold UPH as of Q1 2023.

  • Sequoia Financial Advisors reported no remaining UpHealth, Inc. position as of Q1 2023 after selling out during the quarter.
  • Sequoia Financial Advisors sold 10,000 UpHealth, Inc. shares in Q1 2023, an estimated $16.3K.
  • Sequoia Financial Advisors first reported a position in UpHealth, Inc. in Q4 2021 and held it in 3 quarters.
  • Sequoia Financial Advisors's UpHealth, Inc. position peaked at $116K in Q4 2021.
  • 29 funds tracked by Wall St. Rank held UpHealth, Inc. as of Q1 2023.

Based on Sequoia Financial Advisors's 13F filing for Q1 2023, filed 25 Apr 2023.