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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% 724
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 $5.7T AUM 30.48% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 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 $750M AUM 107.59% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $10.9B AUM 60.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return