AE Wealth Management’s Upstart Holdings UPST Stock Holding History

AE 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 Q1	–	Sell	-24,005	Closed	-$783K	–	1943
2023 Q4	$783K	Buy	24,005 +8,876	+59%	+$270K	﹤0.01%	1248
2023 Q3	$432K	Sell	15,129 -1,381	-8%	-$55.5K	﹤0.01%	1457
2023 Q2	$591K	Sell	16,510 -4,867	-23%	-$112K	﹤0.01%	1303
2023 Q1	$340K	Buy	+21,377	New	+$360K	﹤0.01%	1491
2022 Q4	–	Sell	-10,285	Closed	-$214K	–	1922
2022 Q3	$214K	Sell	10,285 -6,806	-40%	-$183K	﹤0.01%	1592
2022 Q2	$540K	Sell	17,091 -15,930	-48%	-$949K	﹤0.01%	1158
2022 Q1	$3.6M	Buy	33,021 +18,733	+131%	+$2.16M	0.02%	535
2021 Q4	$2.16M	Buy	14,288 +6,105	+75%	+$1.53M	0.02%	679
2021 Q3	$2.59M	Sell	8,183 -1,541	-16%	-$304K	0.02%	566
2021 Q2	$1.22M	Buy	+9,724	New	+$1.2M	0.01%	772

Other funds holding UPST

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AE Wealth Management's UPST Position: Q1 2024 in Review

AE Wealth Management sold out of Upstart Holdings (UPST) in Q1 2024, closing a stake of 24,005 shares — an estimated $783K sold.

AE Wealth Management first reported a position in UPST in Q2 2021 and held it in 10 quarters. The position peaked at $3.6M in Q1 2022. 279 funds tracked by Wall St. Rank hold UPST as of Q1 2024.

AE Wealth Management reported no remaining Upstart Holdings position as of Q1 2024 after selling out during the quarter.
AE Wealth Management sold 24,005 Upstart Holdings shares in Q1 2024, an estimated $783K.
AE Wealth Management first reported a position in Upstart Holdings in Q2 2021 and held it in 10 quarters.
AE Wealth Management's Upstart Holdings position peaked at $3.6M in Q1 2022.
279 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.