TWA
UPBD icon

TCI Wealth Advisors’s Upbound Group UPBD Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-362
Closed -$8.87K – 2127
2023
Q1 		$8.87K Hold
362
– – ﹤0.01% 1163
2022
Q4 		$8.16K Sell
362
-229
-39% -$4.91K ﹤0.01% 1219
2022
Q3 		$10K Buy
591
+394
+200% +$9.81K ﹤0.01% 1039
2022
Q2 		$4K Hold
197
– – ﹤0.01% 1702
2022
Q1 		$5K Sell
197
-297
-60% -$10.7K ﹤0.01% 1607
2021
Q4 		$24K Buy
494
+104
+27% +$5.2K ﹤0.01% 637
2021
Q3 		$22K Buy
390
+64
+20% +$3.77K ﹤0.01% 655
2021
Q2 		$17K Sell
326
-12
-4% -$697 ﹤0.01% 671
2021
Q1 		$19K Buy
338
+112
+50% +$5.86K 0.01% 596
2020
Q4 		$9K Buy
226
+21
+10% +$713 ﹤0.01% 693
2020
Q3 		$6K Buy
205
+8
+4% +$237 ﹤0.01% 736
2020
Q2 		$5K Hold
197
– – ﹤0.01% 761
2020
Q1 		$3K Sell
197
-102
-34% -$2.46K ﹤0.01% 929
2019
Q4 		$9K Buy
299
+96
+47% +$2.51K ﹤0.01% 735
2019
Q3 		$5K Hold
203
– – ﹤0.01% 829
2019
Q2 		$5K Buy
203
+6
+3% +$143 ﹤0.01% 789
2019
Q1 		$4K Hold
197
– – ﹤0.01% 871
2018
Q4 		$3K Hold
197
– – ﹤0.01% 925
2018
Q3 		$3K Hold
197
– – ﹤0.01% 961
2018
Q2 		$3K Hold
197
– – ﹤0.01% 977
2018
Q1 		$2K Hold
197
– – ﹤0.01% 1024
2017
Q4 		$2K Hold
197
– – ﹤0.01% 1073
2017
Q3 		$2K Hold
197
– – ﹤0.01% 1004
2017
Q2 		$2K Hold
197
– – ﹤0.01% 1034
2017
Q1 		$2K Buy
+197
New +$1.79K ﹤0.01% 985

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TCI Wealth Advisors's UPBD Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Upbound Group (UPBD) in Q2 2023, closing a stake of 362 shares — an estimated $8.87K sold.

TCI Wealth Advisors first reported a position in UPBD in Q1 2017 and held it in 25 quarters. The position peaked at $24K in Q4 2021. 218 funds tracked by Wall St. Rank hold UPBD as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Upbound Group position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 362 Upbound Group shares in Q2 2023, an estimated $8.87K.
  • TCI Wealth Advisors first reported a position in Upbound Group in Q1 2017 and held it in 25 quarters.
  • TCI Wealth Advisors's Upbound Group position peaked at $24K in Q4 2021.
  • 218 funds tracked by Wall St. Rank held Upbound Group as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.