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Abound Wealth Management’s Upstart Holdings UPST Stock Holding History

Abound Wealth Management’s Portfolio UPST Stock Details UPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10
Closed -$401 – 1345
2024
Q3 		$401 Buy
+10
New +$333 ﹤0.01% 907

Other funds holding UPST

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Abound Wealth Management's UPST Position: Q4 2024 in Review

Abound Wealth Management sold out of Upstart Holdings (UPST) in Q4 2024, closing a stake of 10 shares — an estimated $401 sold.

Abound Wealth Management first reported a position in UPST in Q3 2024 and held it in 1 quarter. The position peaked at $401 in Q3 2024. 391 funds tracked by Wall St. Rank hold UPST as of Q4 2024.

  • Abound Wealth Management reported no remaining Upstart Holdings position as of Q4 2024 after selling out during the quarter.
  • Abound Wealth Management sold 10 Upstart Holdings shares in Q4 2024, an estimated $401.
  • Abound Wealth Management first reported a position in Upstart Holdings in Q3 2024 and held it in 1 quarter.
  • Abound Wealth Management's Upstart Holdings position peaked at $401 in Q3 2024.
  • 391 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2024.

Based on Abound Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.