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Valeo Financial Advisors’s Upland Software UPLD Stock Holding History

Valeo Financial Advisors’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
2021
Q2 		– Sell
-1
Closed -$1K – 1753
2021
Q1 		$1K Sell
1
-1
-50% -$482 ﹤0.01% 1950
2020
Q4 		$1K Buy
+2
New +$881 ﹤0.01% 1624

Other funds holding UPLD

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Valeo Financial Advisors's UPLD Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Upland Software (UPLD) in Q2 2021, closing a stake of 1 share — an estimated $1K sold.

Valeo Financial Advisors first reported a position in UPLD in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 157 funds tracked by Wall St. Rank hold UPLD as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Upland Software position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 1 Upland Software share in Q2 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Upland Software in Q4 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Upland Software position peaked at $1K in Q1 2021.
  • 157 funds tracked by Wall St. Rank held Upland Software as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.