AFT Forsyth & Company’s Upstart Holdings UPST Stock Holding History

AFT Forsyth & Company’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 Q2	–	Sell	-3,870	Closed	-$422K	–	150
2022 Q1	$422K	Sell	3,870 -1,300	-25%	-$150K	0.27%	100
2021 Q4	$782K	Buy	5,170 +770	+18%	+$192K	0.4%	76
2021 Q3	$1.39M	Buy	+4,400	New	+$868K	0.75%	39

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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

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

Norges Bank Oslo, Norway $935B AUM

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

AFT Forsyth & Company's UPST Position: Q2 2022 in Review

AFT Forsyth & Company sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 3,870 shares — an estimated $422K sold.

AFT Forsyth & Company first reported a position in UPST in Q3 2021 and held it in 3 quarters. The position peaked at $1.39M in Q3 2021. 346 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

AFT Forsyth & Company reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
AFT Forsyth & Company sold 3,870 Upstart Holdings shares in Q2 2022, an estimated $422K.
AFT Forsyth & Company first reported a position in Upstart Holdings in Q3 2021 and held it in 3 quarters.
AFT Forsyth & Company's Upstart Holdings position peaked at $1.39M in Q3 2021.
346 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on AFT Forsyth & Company's 13F filing for Q2 2022, filed 28 Jul 2022.