TFA
UPBD icon

Toth Financial Advisory’s Upbound Group UPBD Stock Holding History

Toth Financial Advisory’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
2021
Q4 		– Sell
-1,724
Closed -$97K – 822
2021
Q3 		$97K Sell
1,724
-13,000
-88% -$765K 0.01% 243
2021
Q2 		$781K Hold
14,724
– – 0.12% 127
2021
Q1 		$849K Buy
14,724
+4,820
+49% +$252K 0.14% 121
2020
Q4 		$379K Hold
9,904
– – 0.07% 159
2020
Q3 		$296K Buy
+9,904
New +$293K 0.06% 167

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
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Toth Financial Advisory's UPBD Position: Q4 2021 in Review

Toth Financial Advisory sold out of Upbound Group (UPBD) in Q4 2021, closing a stake of 1,724 shares — an estimated $97K sold.

Toth Financial Advisory first reported a position in UPBD in Q3 2020 and held it in 5 quarters. The position peaked at $849K in Q1 2021. 247 funds tracked by Wall St. Rank hold UPBD as of Q4 2021.

  • Toth Financial Advisory reported no remaining Upbound Group position as of Q4 2021 after selling out during the quarter.
  • Toth Financial Advisory sold 1,724 Upbound Group shares in Q4 2021, an estimated $97K.
  • Toth Financial Advisory first reported a position in Upbound Group in Q3 2020 and held it in 5 quarters.
  • Toth Financial Advisory's Upbound Group position peaked at $849K in Q1 2021.
  • 247 funds tracked by Wall St. Rank held Upbound Group as of Q4 2021.

Based on Toth Financial Advisory's 13F filing for Q4 2021, filed 31 Jan 2022.