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Accel Wealth Management’s Upstart Holdings UPST Stock Holding History

Accel 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
2023
Q2 		– Sell
-66
Closed -$1.05K – 825
2023
Q1 		$1.05K Hold
66
– – ﹤0.01% 1165
2022
Q4 		$873 Hold
66
– – ﹤0.01% 979
2022
Q3 		$1K Hold
66
– – ﹤0.01% 1027
2022
Q2 		$2K Buy
66
+53
+408% +$3.16K ﹤0.01% 915
2022
Q1 		$1K Sell
13
-7
-35% -$807 ﹤0.01% 921
2021
Q4 		$3K Buy
20
+1
+5% +$250 ﹤0.01% 868
2021
Q3 		$6K Buy
+19
New +$3.75K ﹤0.01% 727

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Accel Wealth Management's UPST Position: Q2 2023 in Review

Accel Wealth Management sold out of Upstart Holdings (UPST) in Q2 2023, closing a stake of 66 shares — an estimated $1.05K sold.

Accel Wealth Management first reported a position in UPST in Q3 2021 and held it in 7 quarters. The position peaked at $6K in Q3 2021. 303 funds tracked by Wall St. Rank hold UPST as of Q2 2023.

  • Accel Wealth Management reported no remaining Upstart Holdings position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 66 Upstart Holdings shares in Q2 2023, an estimated $1.05K.
  • Accel Wealth Management first reported a position in Upstart Holdings in Q3 2021 and held it in 7 quarters.
  • Accel Wealth Management's Upstart Holdings position peaked at $6K in Q3 2021.
  • 303 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.