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YorkBridge Wealth Partners’s Upland Software UPLD Stock Holding History

YorkBridge Wealth Partners’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
2019
Q3 		– Sell
-19
Closed -$8K – 616
2019
Q2 		$8K Sell
19
-13
-41% -$5.95K ﹤0.01% 611
2019
Q1 		$14K Sell
32
-29
-48% -$9.86K 0.01% 519
2018
Q4 		$16K Sell
61
-13
-18% -$3.9K 0.01% 508
2018
Q3 		$24K Buy
74
+1
+1% +$346 0.01% 484
2018
Q2 		$25K Buy
+73
New +$22.9K 0.01% 479

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Janus Henderson Group
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Vanguard Group
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GEH
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PM
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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

YorkBridge Wealth Partners's UPLD Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Upland Software (UPLD) in Q3 2019, closing a stake of 19 shares — an estimated $8K sold.

YorkBridge Wealth Partners first reported a position in UPLD in Q2 2018 and held it in 5 quarters. The position peaked at $25K in Q2 2018. 181 funds tracked by Wall St. Rank hold UPLD as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Upland Software position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 19 Upland Software shares in Q3 2019, an estimated $8K.
  • YorkBridge Wealth Partners first reported a position in Upland Software in Q2 2018 and held it in 5 quarters.
  • YorkBridge Wealth Partners's Upland Software position peaked at $25K in Q2 2018.
  • 181 funds tracked by Wall St. Rank held Upland Software as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.