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Wipfli Financial Advisors’s Upbound Group UPBD Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$12K Buy
+696
New +$17.3K ﹤0.01% 1788

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wipfli Financial Advisors's UPBD Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Upbound Group (UPBD) in Q3 2022: 696 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1788 among its holdings.

216 funds tracked by Wall St. Rank hold UPBD as of Q3 2022.

  • Wipfli Financial Advisors held 696 shares of Upbound Group worth $12K as of Q3 2022.
  • Upbound Group was a new Wipfli Financial Advisors position in Q3 2022.
  • Upbound Group made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1788 holding.
  • 216 funds tracked by Wall St. Rank held Upbound Group as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.