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Baker Avenue Asset Management’s Upstart Holdings UPST Stock Holding History

Baker Avenue Asset 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
2023
Q3 		– Sell
-531
Closed -$19K – 1745
2023
Q2 		$19K Buy
531
+500
+1,613% +$11.5K ﹤0.01% 663
2023
Q1 		$493 Buy
+31
New +$522 ﹤0.01% 1439

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Baker Avenue Asset Management's UPST Position: Q3 2023 in Review

Baker Avenue Asset Management sold out of Upstart Holdings (UPST) in Q3 2023, closing a stake of 531 shares — an estimated $19K sold.

Baker Avenue Asset Management first reported a position in UPST in Q1 2023 and held it in 2 quarters. The position peaked at $19K in Q2 2023. 291 funds tracked by Wall St. Rank hold UPST as of Q3 2023.

  • Baker Avenue Asset Management reported no remaining Upstart Holdings position as of Q3 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 531 Upstart Holdings shares in Q3 2023, an estimated $19K.
  • Baker Avenue Asset Management first reported a position in Upstart Holdings in Q1 2023 and held it in 2 quarters.
  • Baker Avenue Asset Management's Upstart Holdings position peaked at $19K in Q2 2023.
  • 291 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2023.

Based on Baker Avenue Asset Management's 13F filing for Q3 2023, filed 15 Nov 2023.