AE Wealth Management’s Upstart Holdings UPST Stock Holding History

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