WFA
UPLD icon

Wipfli Financial Advisors’s Upland Software UPLD Stock Holding History

Wipfli Financial Advisors’s Portfolio UPLD Stock Details UPLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$2K Buy
+28
New +$3.1K ﹤0.01% 2328

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Upland Software (UPLD) in Q3 2022: 28 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2328 among its holdings.

134 funds tracked by Wall St. Rank hold UPLD as of Q3 2022.

  • Wipfli Financial Advisors held 28 shares of Upland Software worth $2K as of Q3 2022.
  • Upland Software was a new Wipfli Financial Advisors position in Q3 2022.
  • Upland Software made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2328 holding.
  • 134 funds tracked by Wall St. Rank held Upland Software as of Q3 2022.

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