B. Riley Wealth Management’s Upstart Holdings UPST Stock Holding History

B. Riley 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	-5,729	Closed	-$625K	–	814
2022 Q1	$625K	Buy	5,729 +2,220	+63%	+$256K	0.05%	292
2021 Q4	$531K	Buy	3,509 +1,734	+98%	+$433K	0.04%	336
2021 Q3	$562K	Buy	+1,775	New	+$350K	0.04%	311

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

B. Riley Wealth Management's UPST Position: Q2 2022 in Review

B. Riley Wealth Management sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 5,729 shares — an estimated $625K sold.

B. Riley Wealth Management first reported a position in UPST in Q3 2021 and held it in 3 quarters. The position peaked at $625K in Q1 2022. 346 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

B. Riley Wealth Management reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
B. Riley Wealth Management sold 5,729 Upstart Holdings shares in Q2 2022, an estimated $625K.
B. Riley Wealth Management first reported a position in Upstart Holdings in Q3 2021 and held it in 3 quarters.
B. Riley Wealth Management's Upstart Holdings position peaked at $625K in Q1 2022.
346 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.