SWP
UPLD icon

Strategic Wealth Partners’s Upland Software UPLD Stock Holding History

Strategic Wealth Partners’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
-1,843
Closed -$616K – 301
2021
Q3 		$616K Buy
+1,843
New +$691K 0.18% 152
2021
Q1 		– Sell
-720
Closed -$330K – 212
2020
Q4 		$330K Buy
+720
New +$317K 0.14% 139

Other funds holding UPLD

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.09B AUM 33.67% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Strategic Wealth Partners's UPLD Position: Q4 2021 in Review

Strategic Wealth Partners sold out of Upland Software (UPLD) in Q4 2021, closing a stake of 1,843 shares — an estimated $616K sold.

Strategic Wealth Partners first reported a position in UPLD in Q4 2020 and held it in 2 quarters. The position peaked at $616K in Q3 2021. 155 funds tracked by Wall St. Rank hold UPLD as of Q4 2021.

  • Strategic Wealth Partners reported no remaining Upland Software position as of Q4 2021 after selling out during the quarter.
  • Strategic Wealth Partners sold 1,843 Upland Software shares in Q4 2021, an estimated $616K.
  • Strategic Wealth Partners first reported a position in Upland Software in Q4 2020 and held it in 2 quarters.
  • Strategic Wealth Partners's Upland Software position peaked at $616K in Q3 2021.
  • 155 funds tracked by Wall St. Rank held Upland Software as of Q4 2021.

Based on Strategic Wealth Partners's 13F filing for Q4 2021, filed 11 Feb 2022.