SPC
UPBD icon

Sigma Planning Corp’s Upbound Group UPBD Stock Holding History

Sigma Planning Corp’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
Q1 		– Sell
-4,384
Closed -$211K – 1500
2021
Q4 		$211K Buy
4,384
+95
+2% +$4.75K 0.01% 1261
2021
Q3 		$241K Sell
4,289
-3,484
-45% -$205K 0.01% 1165
2021
Q2 		$413K Buy
7,773
+3,807
+96% +$221K 0.01% 918
2021
Q1 		$229K Buy
+3,966
New +$207K 0.01% 1134
2020
Q4 		– Sell
-10,456
Closed -$313K – 1262
2020
Q3 		$313K Buy
+10,456
New +$309K 0.01% 783

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Fidelity Investments
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EC
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State Street
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IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return