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Truvestments Capital’s Upland Software UPLD Stock Holding History

Truvestments Capital’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
2019
Q3 		– Sell
-10
Closed -$5K – 728
2019
Q2 		$5K Buy
+10
New +$4.58K ﹤0.01% 623

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Vanguard Group
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GEH
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PM
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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

Truvestments Capital's UPLD Position: Q3 2019 in Review

Truvestments Capital sold out of Upland Software (UPLD) in Q3 2019, closing a stake of 10 shares — an estimated $5K sold.

Truvestments Capital first reported a position in UPLD in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 181 funds tracked by Wall St. Rank hold UPLD as of Q3 2019.

  • Truvestments Capital reported no remaining Upland Software position as of Q3 2019 after selling out during the quarter.
  • Truvestments Capital sold 10 Upland Software shares in Q3 2019, an estimated $5K.
  • Truvestments Capital first reported a position in Upland Software in Q2 2019 and held it in 1 quarter.
  • Truvestments Capital's Upland Software position peaked at $5K in Q2 2019.
  • 181 funds tracked by Wall St. Rank held Upland Software as of Q3 2019.

Based on Truvestments Capital's 13F filing for Q3 2019, filed 10 Oct 2019.