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WealthTrust-Arizona’s Upbound Group UPBD Stock Holding History

WealthTrust-Arizona’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
2018
Q4 		$0 Sell
6
-200
-97% -$2.9K ﹤0.01% 723
2018
Q3 		$3K Hold
206
– – ﹤0.01% 567
2018
Q2 		$3K Hold
206
– – ﹤0.01% 564
2018
Q1 		$2K Hold
206
– – ﹤0.01% 589
2017
Q4 		$2K Hold
206
– – ﹤0.01% 593
2017
Q3 		$2K Buy
206
+1
+0.5% +$12 ﹤0.01% 590
2017
Q2 		$2K Sell
205
-48
-19% -$543 ﹤0.01% 577
2017
Q1 		$2K Buy
253
+102
+68% +$927 ﹤0.01% 557
2016
Q4 		$2K Sell
151
-200
-57% -$2.23K ﹤0.01% 554
2016
Q3 		$4K Buy
351
+151
+76% +$1.89K ﹤0.01% 507
2016
Q2 		$2K Buy
200
+100
+100% +$1.35K ﹤0.01% 547
2016
Q1 		$2K Buy
+100
New +$1.33K ﹤0.01% 541
2014
Q1 		– Sell
-214
Closed -$7K – 733
2013
Q4 		$7K Hold
214
– – 0.01% 466
2013
Q3 		$8K Hold
214
– – 0.01% 416
2013
Q2 		$8K Buy
+214
New +$7.75K 0.01% 387

Other funds holding UPBD

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WIC
Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

WealthTrust-Arizona's UPBD Position: Q4 2018 in Review

WealthTrust-Arizona reduced its Upbound Group (UPBD) stake by 97% in Q4 2018, selling an estimated $2.9K and leaving 6 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #723.

WealthTrust-Arizona first reported a position in UPBD in Q2 2013 and has held it in 15 quarters since. The position peaked at $8K in Q3 2013. 176 funds tracked by Wall St. Rank hold UPBD as of Q4 2018.

  • WealthTrust-Arizona held 6 shares of Upbound Group worth $0 as of Q4 2018.
  • WealthTrust-Arizona sold 200 Upbound Group shares in Q4 2018, an estimated $2.9K.
  • Upbound Group made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #723 holding.
  • WealthTrust-Arizona first reported a position in Upbound Group in Q2 2013 and has held it in 15 quarters since.
  • WealthTrust-Arizona's Upbound Group position peaked at $8K in Q3 2013.
  • 176 funds tracked by Wall St. Rank held Upbound Group as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.