Baldwin Wealth Partners’s Upstart Holdings UPST Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-1,200	Closed	-$25K	–	830
2022 Q3	$25K	Hold	1,200	–	–	﹤0.01%	428
2022 Q2	$38K	Hold	1,200	–	–	﹤0.01%	387
2022 Q1	$131K	Hold	1,200	–	–	0.01%	248
2021 Q4	$182K	Hold	1,200	–	–	0.02%	212
2021 Q3	$380K	Hold	1,200	–	–	0.04%	142
2021 Q2	$150K	Buy	1,200 +700	+140%	+$86.1K	0.02%	228
2021 Q1	$64K	Buy	+500	New	+$38.3K	0.01%	317

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

BlackRock New York $5.72T AUM 30.48% 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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Baldwin Wealth Partners's UPST Position: Q4 2022 in Review

Baldwin Wealth Partners sold out of Upstart Holdings (UPST) in Q4 2022, closing a stake of 1,200 shares — an estimated $25K sold.

Baldwin Wealth Partners first reported a position in UPST in Q1 2021 and held it in 7 quarters. The position peaked at $380K in Q3 2021. 266 funds tracked by Wall St. Rank hold UPST as of Q4 2022.

Baldwin Wealth Partners reported no remaining Upstart Holdings position as of Q4 2022 after selling out during the quarter.
Baldwin Wealth Partners sold 1,200 Upstart Holdings shares in Q4 2022, an estimated $25K.
Baldwin Wealth Partners first reported a position in Upstart Holdings in Q1 2021 and held it in 7 quarters.
Baldwin Wealth Partners's Upstart Holdings position peaked at $380K in Q3 2021.
266 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2022.

Based on Baldwin Wealth Partners's 13F filing for Q4 2022, filed 27 Jan 2023.