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Wealthspire Advisors (Maryland)’s Upbound Group UPBD Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-153
Closed -$3K – 1955
2019
Q1 		$3K Hold
153
– – ﹤0.01% 2061
2018
Q4 		$2K Hold
153
– – ﹤0.01% 2144
2018
Q3 		$2K Buy
153
+142
+1,291% +$2.09K ﹤0.01% 2201
2018
Q2 		$0 Buy
+11
New +$119 ﹤0.01% 2584
2018
Q1 		– Sell
-23
Closed – – 2647
2017
Q4 		$0 Sell
23
-6
-21% -$66 ﹤0.01% 2560
2017
Q3 		$0 Buy
+29
New +$358 ﹤0.01% 2469
2017
Q1 		– Sell
-25
Closed – – 2017
2016
Q4 		$0 Sell
25
-137
-85% -$1.53K ﹤0.01% 1845
2016
Q3 		$2K Buy
162
+47
+41% +$588 ﹤0.01% 1575
2016
Q2 		$1K Buy
+115
New +$1.55K ﹤0.01% 1633

Other funds holding UPBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s UPBD Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Upbound Group (UPBD) in Q2 2019, closing a stake of 153 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in UPBD in Q2 2016 and held it in 9 quarters. The position peaked at $3K in Q1 2019. 211 funds tracked by Wall St. Rank hold UPBD as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Upbound Group position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 153 Upbound Group shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Upbound Group in Q2 2016 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Upbound Group position peaked at $3K in Q1 2019.
  • 211 funds tracked by Wall St. Rank held Upbound Group as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.