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Archer Investment Corporation’s Upstart Holdings UPST Stock Holding History

Archer Investment Corporation’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
Q2 		– Sell
-34
Closed -$914 – 1129
2024
Q1 		$914 Hold
34
– – ﹤0.01% 959
2023
Q4 		$1.39K Buy
+34
New +$1.03K ﹤0.01% 934

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Archer Investment Corporation's UPST Position: Q2 2024 in Review

Archer Investment Corporation sold out of Upstart Holdings (UPST) in Q2 2024, closing a stake of 34 shares — an estimated $914 sold.

Archer Investment Corporation first reported a position in UPST in Q4 2023 and held it in 2 quarters. The position peaked at $1.39K in Q4 2023. 275 funds tracked by Wall St. Rank hold UPST as of Q2 2024.

  • Archer Investment Corporation reported no remaining Upstart Holdings position as of Q2 2024 after selling out during the quarter.
  • Archer Investment Corporation sold 34 Upstart Holdings shares in Q2 2024, an estimated $914.
  • Archer Investment Corporation first reported a position in Upstart Holdings in Q4 2023 and held it in 2 quarters.
  • Archer Investment Corporation's Upstart Holdings position peaked at $1.39K in Q4 2023.
  • 275 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2024.

Based on Archer Investment Corporation's 13F filing for Q2 2024, filed 2 Aug 2024.