VWA
UPH

Visionary Wealth Advisors’s UpHealth, Inc. UPH Stock Holding History

Visionary Wealth Advisors’s Portfolio UPH Stock Details UPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,350
Closed -$7K – 450
2022
Q3 		$7K Sell
1,350
-100
-7% -$598 ﹤0.01% 399
2022
Q2 		$9K Buy
1,450
+100
+7% +$778 ﹤0.01% 436
2022
Q1 		$16K Buy
1,350
+100
+8% +$2.21K ﹤0.01% 435
2021
Q4 		$28K Buy
+1,250
New +$28.9K ﹤0.01% 383

Other funds holding UPH

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MAMNY
Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $85.6M AUM 156.27% 1-Year Est. Return

Visionary Wealth Advisors's UPH Position: Q4 2022 in Review

Visionary Wealth Advisors sold out of UpHealth, Inc. (UPH) in Q4 2022, closing a stake of 1,350 shares — an estimated $7K sold.

Visionary Wealth Advisors first reported a position in UPH in Q4 2021 and held it in 4 quarters. The position peaked at $28K in Q4 2021. 32 funds tracked by Wall St. Rank hold UPH as of Q4 2022.

  • Visionary Wealth Advisors reported no remaining UpHealth, Inc. position as of Q4 2022 after selling out during the quarter.
  • Visionary Wealth Advisors sold 1,350 UpHealth, Inc. shares in Q4 2022, an estimated $7K.
  • Visionary Wealth Advisors first reported a position in UpHealth, Inc. in Q4 2021 and held it in 4 quarters.
  • Visionary Wealth Advisors's UpHealth, Inc. position peaked at $28K in Q4 2021.
  • 32 funds tracked by Wall St. Rank held UpHealth, Inc. as of Q4 2022.

Based on Visionary Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.