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Authentikos Wealth Advisory’s Upstart Holdings UPST Stock Holding History

Authentikos Wealth Advisory’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
2023
Q4 		– Sell
-60
Closed -$1.71K – 561
2023
Q3 		$1.71K Buy
+60
New +$2.41K ﹤0.01% 453

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Authentikos Wealth Advisory's UPST Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of Upstart Holdings (UPST) in Q4 2023, closing a stake of 60 shares — an estimated $1.71K sold.

Authentikos Wealth Advisory first reported a position in UPST in Q3 2023 and held it in 1 quarter. The position peaked at $1.71K in Q3 2023. 334 funds tracked by Wall St. Rank hold UPST as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining Upstart Holdings position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 60 Upstart Holdings shares in Q4 2023, an estimated $1.71K.
  • Authentikos Wealth Advisory first reported a position in Upstart Holdings in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's Upstart Holdings position peaked at $1.71K in Q3 2023.
  • 334 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.