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Tradition Wealth Management’s Upbound Group UPBD Stock Holding History

Tradition Wealth Management’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
-158
Closed -$4K – 1409
2023
Q1 		$4K Buy
+158
New +$4.07K ﹤0.01% 1226

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

Tradition Wealth Management's UPBD Position: Q2 2023 in Review

Tradition Wealth Management sold out of Upbound Group (UPBD) in Q2 2023, closing a stake of 158 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in UPBD in Q1 2023 and held it in 1 quarter. The position peaked at $4K in Q1 2023. 218 funds tracked by Wall St. Rank hold UPBD as of Q2 2023.

  • Tradition Wealth Management reported no remaining Upbound Group position as of Q2 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 158 Upbound Group shares in Q2 2023, an estimated $4K.
  • Tradition Wealth Management first reported a position in Upbound Group in Q1 2023 and held it in 1 quarter.
  • Tradition Wealth Management's Upbound Group position peaked at $4K in Q1 2023.
  • 218 funds tracked by Wall St. Rank held Upbound Group as of Q2 2023.

Based on Tradition Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.