American Portfolios Advisors’s Upstart Holdings UPST Stock Holding History

American Portfolios 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 Q3	$1.13M	Buy	54,390 +52,081	+2,256%	+$1.4M	0.05%	401
2022 Q2	$73K	Sell	2,309 -3,016	-57%	-$180K	﹤0.01%	1563
2022 Q1	$581K	Buy	5,325 +588	+12%	+$67.7K	0.02%	670
2021 Q4	$717K	Sell	4,737 -4,221	-47%	-$1.05M	0.02%	594
2021 Q3	$2.83M	Sell	8,958 -5,064	-36%	-$999K	0.11%	193
2021 Q2	$1.75M	Buy	14,022 +7,521	+116%	+$926K	0.07%	283
2021 Q1	$838K	Buy	+6,501	New	+$498K	0.04%	468

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

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

American Portfolios Advisors's UPST Position: Q3 2022 in Review

American Portfolios Advisors increased its Upstart Holdings (UPST) stake by 2,256% in Q3 2022, buying an estimated $1.4M and bringing the position to 54,390 shares worth $1.13M. The position accounts for 0.05% of the portfolio, ranked #401.

American Portfolios Advisors first reported a position in UPST in Q1 2021 and has held it in 7 quarters since. The position peaked at $2.83M in Q3 2021. 306 funds tracked by Wall St. Rank hold UPST as of Q3 2022.

American Portfolios Advisors held 54,390 shares of Upstart Holdings worth $1.13M as of Q3 2022.
American Portfolios Advisors bought 52,081 Upstart Holdings shares in Q3 2022, an estimated $1.4M.
Upstart Holdings made up 0.05% of American Portfolios Advisors's portfolio in Q3 2022, its #401 holding.
American Portfolios Advisors first reported a position in Upstart Holdings in Q1 2021 and has held it in 7 quarters since.
American Portfolios Advisors's Upstart Holdings position peaked at $2.83M in Q3 2021.
306 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.