ACG Wealth’s Upstart Holdings UPST Stock Holding History

ACG Wealth’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
2022 Q3	–	Sell	-205	Closed	-$6K	–	971
2022 Q2	$6K	Buy	+205	New	+$12.2K	﹤0.01%	755

Other funds holding UPST

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

ACG Wealth's UPST Position: Q3 2022 in Review

ACG Wealth sold out of Upstart Holdings (UPST) in Q3 2022, closing a stake of 205 shares — an estimated $6K sold.

ACG Wealth first reported a position in UPST in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 305 funds tracked by Wall St. Rank hold UPST as of Q3 2022.

ACG Wealth reported no remaining Upstart Holdings position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 205 Upstart Holdings shares in Q3 2022, an estimated $6K.
ACG Wealth first reported a position in Upstart Holdings in Q2 2022 and held it in 1 quarter.
ACG Wealth's Upstart Holdings position peaked at $6K in Q2 2022.
305 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.