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Sowell Financial Services’s Upland Software UPLD Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-25
Closed -$10K – 2602
2021
Q1 		$10K Sell
25
-13
-34% -$6.27K ﹤0.01% 2335
2020
Q4 		$17K Buy
38
+3
+9% +$1.32K ﹤0.01% 1812
2020
Q3 		$13K Buy
35
+11
+46% +$3.96K ﹤0.01% 1738
2020
Q2 		$8K Buy
24
+3
+14% +$935 ﹤0.01% 1780
2020
Q1 		$5K Buy
21
+6
+40% +$2.17K ﹤0.01% 1842
2019
Q4 		$5K Hold
15
– – ﹤0.01% 1924
2019
Q3 		$5K Buy
+15
New +$6.23K ﹤0.01% 1782

Other funds holding UPLD

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Sowell Financial Services sold out of Upland Software (UPLD) in Q2 2021, closing a stake of 25 shares — an estimated $10K sold.

Sowell Financial Services first reported a position in UPLD in Q3 2019 and held it in 7 quarters. The position peaked at $17K in Q4 2020. 157 funds tracked by Wall St. Rank hold UPLD as of Q2 2021.

  • Sowell Financial Services reported no remaining Upland Software position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 25 Upland Software shares in Q2 2021, an estimated $10K.
  • Sowell Financial Services first reported a position in Upland Software in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Upland Software position peaked at $17K in Q4 2020.
  • 157 funds tracked by Wall St. Rank held Upland Software as of Q2 2021.

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