Truist Financial’s Upland Software UPLD Stock Holding History

Truist Financial’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
2020 Q3	–	Sell	-197	Closed	-$68K	–	2574
2020 Q2	$68K	Buy	+197	New	+$61.4K	﹤0.01%	2322

Other funds holding UPLD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

GEH

General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

ACM

Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Truist Financial's UPLD Position: Q3 2020 in Review

Truist Financial sold out of Upland Software (UPLD) in Q3 2020, closing a stake of 197 shares — an estimated $68K sold.

Truist Financial first reported a position in UPLD in Q2 2020 and held it in 1 quarter. The position peaked at $68K in Q2 2020. 163 funds tracked by Wall St. Rank hold UPLD as of Q3 2020.

Truist Financial reported no remaining Upland Software position as of Q3 2020 after selling out during the quarter.
Truist Financial sold 197 Upland Software shares in Q3 2020, an estimated $68K.
Truist Financial first reported a position in Upland Software in Q2 2020 and held it in 1 quarter.
Truist Financial's Upland Software position peaked at $68K in Q2 2020.
163 funds tracked by Wall St. Rank held Upland Software as of Q3 2020.

Based on Truist Financial's 13F filing for Q3 2020, filed 13 Nov 2020.