Truist Financial
UPBD icon

Truist Financial’s Upbound Group UPBD Stock Holding History

Truist Financial’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
2022
Q3 		– Sell
-13,567
Closed -$264K – 2677
2022
Q2 		$264K Sell
13,567
-254
-2% -$6.32K ﹤0.01% 2294
2022
Q1 		$348K Buy
13,821
+2,685
+24% +$97K ﹤0.01% 2215
2021
Q4 		$535K Sell
11,136
-1,991
-15% -$99.6K ﹤0.01% 1975
2021
Q3 		$738K Buy
13,127
+2,829
+27% +$167K ﹤0.01% 1787
2021
Q2 		$546K Buy
10,298
+1,536
+18% +$89.2K ﹤0.01% 1987
2021
Q1 		$505K Buy
+8,762
New +$458K ﹤0.01% 1960
2020
Q4 		– Sell
-16,657
Closed -$498K – 2640
2020
Q3 		$498K Sell
16,657
-3,656
-18% -$108K ﹤0.01% 1730
2020
Q2 		$565K Sell
20,313
-7,773
-28% -$173K ﹤0.01% 1552
2020
Q1 		$398K Sell
28,086
-1,716
-6% -$41.3K ﹤0.01% 1683
2019
Q4 		$859K Buy
+29,802
New +$779K ﹤0.01% 1521

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $303M AUM 2.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return