AtonRa Partners’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $162K | Sell |
3,959
-1,232
| -24% | -$50.3K | 0.32% | 114 |
|
|
2023
Q3 | $148K | Buy |
+5,191
| New | +$148K | 0.31% | 116 |
|
|
2022
Q3 | – | Sell |
-27,871
| Closed | -$881K | – | 118 |
|
|
2022
Q2 | $881K | Buy |
27,871
+7,787
| +39% | +$246K | 0.81% | 52 |
|
|
2022
Q1 | $2.19M | Sell |
20,084
-6,449
| -24% | -$704K | 1.19% | 32 |
|
|
2021
Q4 | $4.01M | Buy |
26,533
+2,681
| +11% | +$406K | 1.39% | 19 |
|
|
2021
Q3 | $7.55M | Buy |
23,852
+498
| +2% | +$158K | 2.52% | 3 |
|
|
2021
Q2 | $2.92M | Buy |
23,354
+7,109
| +44% | +$888K | 1.07% | 40 |
|
|
2021
Q1 | $2.09M | Buy |
+16,245
| New | +$2.09M | 0.93% | 46 |
|