WAM
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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 – 1994
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% 2599
2018
Q1 		– Sell
-23
Closed – – 2651
2017
Q4 		$0 Sell
23
-6
-21% -$66 ﹤0.01% 2609
2017
Q3 		$0 Buy
+29
New +$358 ﹤0.01% 2481
2017
Q1 		– Sell
-25
Closed – – 2023
2016
Q4 		$0 Sell
25
-137
-85% -$1.53K ﹤0.01% 1850
2016
Q3 		$2K Buy
162
+47
+41% +$588 ﹤0.01% 1575
2016
Q2 		$1K Buy
+115
New +$1.55K ﹤0.01% 1633

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EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $10.9B AUM 60.68% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return