Atticus Wealth Management’s Upstart Holdings UPST Stock Holding History

Atticus Wealth Management’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 Q4	–	Sell	-24	Closed	-$1K	–	639
2022 Q3	$1K	Hold	24	–	–	﹤0.01%	559
2022 Q2	$1K	Hold	24	–	–	﹤0.01%	593
2022 Q1	$3K	Buy	+24	New	+$2.77K	﹤0.01%	513
2021 Q4	–	Sell	-402	Closed	-$127K	–	492
2021 Q3	$127K	Buy	+402	New	+$79.3K	0.06%	133

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 $5.72T AUM 30.48% 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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Atticus Wealth Management's UPST Position: Q4 2022 in Review

Atticus Wealth Management sold out of Upstart Holdings (UPST) in Q4 2022, closing a stake of 24 shares — an estimated $1K sold.

Atticus Wealth Management first reported a position in UPST in Q3 2021 and held it in 4 quarters. The position peaked at $127K in Q3 2021. 266 funds tracked by Wall St. Rank hold UPST as of Q4 2022.

Atticus Wealth Management reported no remaining Upstart Holdings position as of Q4 2022 after selling out during the quarter.
Atticus Wealth Management sold 24 Upstart Holdings shares in Q4 2022, an estimated $1K.
Atticus Wealth Management first reported a position in Upstart Holdings in Q3 2021 and held it in 4 quarters.
Atticus Wealth Management's Upstart Holdings position peaked at $127K in Q3 2021.
266 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2022.

Based on Atticus Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.