WR Wealth Planners’s Upbound Group UPBD Stock Holding History

WR Wealth Planners’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
2024 Q2	–	Sell	-10	Closed	-$352	–	1219
2024 Q1	$352	Buy	+10	New	+$334	﹤0.01%	1079

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WR Wealth Planners's UPBD Position: Q2 2024 in Review

WR Wealth Planners sold out of Upbound Group (UPBD) in Q2 2024, closing a stake of 10 shares — an estimated $352 sold.

WR Wealth Planners first reported a position in UPBD in Q1 2024 and held it in 1 quarter. The position peaked at $352 in Q1 2024. 247 funds tracked by Wall St. Rank hold UPBD as of Q2 2024.

WR Wealth Planners reported no remaining Upbound Group position as of Q2 2024 after selling out during the quarter.
WR Wealth Planners sold 10 Upbound Group shares in Q2 2024, an estimated $352.
WR Wealth Planners first reported a position in Upbound Group in Q1 2024 and held it in 1 quarter.
WR Wealth Planners's Upbound Group position peaked at $352 in Q1 2024.
247 funds tracked by Wall St. Rank held Upbound Group as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.