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Sowell Financial Services’s Upbound Group UPBD Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-233
Closed -$14K – 2600
2021
Q1 		$14K Buy
+233
New +$12.2K ﹤0.01% 2201
2020
Q2 		– Sell
-127
Closed -$2K – 2671
2020
Q1 		$2K Hold
127
– – ﹤0.01% 2132
2019
Q4 		$4K Hold
127
– – ﹤0.01% 2011
2019
Q3 		$3K Buy
+127
New +$3.33K ﹤0.01% 1988

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EC
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's UPBD Position: Q2 2021 in Review

Sowell Financial Services sold out of Upbound Group (UPBD) in Q2 2021, closing a stake of 233 shares — an estimated $14K sold.

Sowell Financial Services first reported a position in UPBD in Q3 2019 and held it in 4 quarters. The position peaked at $14K in Q1 2021. 284 funds tracked by Wall St. Rank hold UPBD as of Q2 2021.

  • Sowell Financial Services reported no remaining Upbound Group position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 233 Upbound Group shares in Q2 2021, an estimated $14K.
  • Sowell Financial Services first reported a position in Upbound Group in Q3 2019 and held it in 4 quarters.
  • Sowell Financial Services's Upbound Group position peaked at $14K in Q1 2021.
  • 284 funds tracked by Wall St. Rank held Upbound Group as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.