Advisory Research’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,196
| Closed | -$458K | – | 433 |
|
|
2022
Q1 | $458K | Sell |
4,196
-6,738
| -62% | -$735K | 0.04% | 251 |
|
|
2021
Q4 | $1.65M | Sell |
10,934
-2,501
| -19% | -$378K | 0.13% | 140 |
|
|
2021
Q3 | $4.25M | Sell |
13,435
-8,525
| -39% | -$2.7M | 0.27% | 94 |
|
|
2021
Q2 | $2.74M | Buy |
21,960
+14,371
| +189% | +$1.8M | 0.18% | 115 |
|
|
2021
Q1 | $978K | Buy |
+7,589
| New | +$978K | 0.07% | 210 |
|