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TCI Wealth Advisors’s Upland Software UPLD Stock Holding History

TCI Wealth Advisors’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
2023
Q1 		– Sell
-45
Closed -$3.19K – 2643
2022
Q4 		$3.19K Buy
+45
New +$3.35K ﹤0.01% 1829
2022
Q2 		– Sell
-22
Closed -$4K – 2526
2022
Q1 		$4K Buy
+22
New +$4.04K ﹤0.01% 1800

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

TCI Wealth Advisors's UPLD Position: Q1 2023 in Review

TCI Wealth Advisors sold out of Upland Software (UPLD) in Q1 2023, closing a stake of 45 shares — an estimated $3.19K sold.

TCI Wealth Advisors first reported a position in UPLD in Q1 2022 and held it in 2 quarters. The position peaked at $4K in Q1 2022. 120 funds tracked by Wall St. Rank hold UPLD as of Q1 2023.

  • TCI Wealth Advisors reported no remaining Upland Software position as of Q1 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 45 Upland Software shares in Q1 2023, an estimated $3.19K.
  • TCI Wealth Advisors first reported a position in Upland Software in Q1 2022 and held it in 2 quarters.
  • TCI Wealth Advisors's Upland Software position peaked at $4K in Q1 2022.
  • 120 funds tracked by Wall St. Rank held Upland Software as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.