AWA
UPST icon

Alta Wealth Advisors’s Upstart Holdings UPST Stock Holding History

Alta Wealth Advisors’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
Q1 		– Sell
-3,493
Closed -$528K – 161
2021
Q4 		$528K Buy
3,493
+429
+14% +$107K 0.33% 99
2021
Q3 		$970K Buy
3,064
+171
+6% +$33.7K 0.7% 45
2021
Q2 		$361K Buy
+2,893
New +$356K 0.26% 113

Other funds holding UPST

VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Alta Wealth Advisors's UPST Position: Q1 2022 in Review

Alta Wealth Advisors sold out of Upstart Holdings (UPST) in Q1 2022, closing a stake of 3,493 shares — an estimated $528K sold.

Alta Wealth Advisors first reported a position in UPST in Q2 2021 and held it in 3 quarters. The position peaked at $970K in Q3 2021. 496 funds tracked by Wall St. Rank hold UPST as of Q1 2022.

  • Alta Wealth Advisors reported no remaining Upstart Holdings position as of Q1 2022 after selling out during the quarter.
  • Alta Wealth Advisors sold 3,493 Upstart Holdings shares in Q1 2022, an estimated $528K.
  • Alta Wealth Advisors first reported a position in Upstart Holdings in Q2 2021 and held it in 3 quarters.
  • Alta Wealth Advisors's Upstart Holdings position peaked at $970K in Q3 2021.
  • 496 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2022.

Based on Alta Wealth Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.