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Avior Wealth Management’s Upstart Holdings UPST Stock Holding History

Avior 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
2025
Q1 		– Sell
-167
Closed -$10.3K – 2245
2024
Q4 		$10.3K Buy
167
+160
+2,286% +$9.97K ﹤0.01% 1614
2024
Q3 		$280 Buy
+7
New +$233 ﹤0.01% 2208
2024
Q2 		– Sell
-14
Closed -$376 – 3664
2024
Q1 		$376 Buy
14
+12
+600% +$355 ﹤0.01% 2652
2023
Q4 		$81 Buy
+2
New +$61 ﹤0.01% 1502
2022
Q3 		– Sell
-50
Closed -$1K – 1293
2022
Q2 		$1K Sell
50
-95
-66% -$5.66K ﹤0.01% 1026
2022
Q1 		$15K Buy
145
+120
+480% +$13.8K ﹤0.01% 775
2021
Q4 		$3K Hold
25
– – ﹤0.01% 955
2021
Q3 		$7K Buy
+25
New +$4.93K ﹤0.01% 816

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Avior Wealth Management's UPST Position: Q1 2025 in Review

Avior Wealth Management sold out of Upstart Holdings (UPST) in Q1 2025, closing a stake of 167 shares — an estimated $10.3K sold.

Avior Wealth Management first reported a position in UPST in Q3 2021 and held it in 8 quarters. The position peaked at $15K in Q1 2022. 386 funds tracked by Wall St. Rank hold UPST as of Q1 2025.

  • Avior Wealth Management reported no remaining Upstart Holdings position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 167 Upstart Holdings shares in Q1 2025, an estimated $10.3K.
  • Avior Wealth Management first reported a position in Upstart Holdings in Q3 2021 and held it in 8 quarters.
  • Avior Wealth Management's Upstart Holdings position peaked at $15K in Q1 2022.
  • 386 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.