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Axxcess Wealth Management’s Upstart Holdings UPST Stock Holding History

Axxcess 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
Q2 		– Sell
-2,867
Closed -$313K – 670
2022
Q1 		$313K Buy
+2,867
New +$330K 0.02% 464

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Axxcess Wealth Management's UPST Position: Q2 2022 in Review

Axxcess Wealth Management sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 2,867 shares — an estimated $313K sold.

Axxcess Wealth Management first reported a position in UPST in Q1 2022 and held it in 1 quarter. The position peaked at $313K in Q1 2022. 346 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

  • Axxcess Wealth Management reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,867 Upstart Holdings shares in Q2 2022, an estimated $313K.
  • Axxcess Wealth Management first reported a position in Upstart Holdings in Q1 2022 and held it in 1 quarter.
  • Axxcess Wealth Management's Upstart Holdings position peaked at $313K in Q1 2022.
  • 346 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on Axxcess Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.