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TFO Wealth Partners’s Upbound Group UPBD Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-1
Closed -$35 – 708
2024
Q1 		$35 Hold
1
– – ﹤0.01% 744
2023
Q4 		$34 Sell
1
-5
-83% -$149 ﹤0.01% 892
2023
Q3 		$187 Buy
6
+5
+500% +$156 ﹤0.01% 834
2023
Q2 		$31 Hold
1
– – ﹤0.01% 795
2023
Q1 		$25 Sell
1
-2
-67% -$51 ﹤0.01% 788
2022
Q4 		$113 Buy
+3
New +$64 ﹤0.01% 753

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TFO Wealth Partners's UPBD Position: Q2 2024 in Review

TFO Wealth Partners sold out of Upbound Group (UPBD) in Q2 2024, closing a stake of 1 share — an estimated $35 sold.

TFO Wealth Partners first reported a position in UPBD in Q4 2022 and held it in 6 quarters. The position peaked at $187 in Q3 2023. 247 funds tracked by Wall St. Rank hold UPBD as of Q2 2024.

  • TFO Wealth Partners reported no remaining Upbound Group position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Upbound Group share in Q2 2024, an estimated $35.
  • TFO Wealth Partners first reported a position in Upbound Group in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Upbound Group position peaked at $187 in Q3 2023.
  • 247 funds tracked by Wall St. Rank held Upbound Group as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.