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Beacon Capital Management LLC (Tennessee)’s Upstart Holdings UPST Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q2 		– Sell
-80
Closed -$1.27K – 1052
2023
Q1 		$1.27K Hold
80
– – ﹤0.01% 814
2022
Q4 		$1.06K Buy
80
+55
+220% +$1.06K ﹤0.01% 877
2022
Q3 		$1K Buy
+25
New +$672 ﹤0.01% 850

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Beacon Capital Management LLC (Tennessee)'s UPST Position: Q2 2023 in Review

Beacon Capital Management LLC (Tennessee) sold out of Upstart Holdings (UPST) in Q2 2023, closing a stake of 80 shares — an estimated $1.27K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in UPST in Q3 2022 and held it in 3 quarters. The position peaked at $1.27K in Q1 2023. 303 funds tracked by Wall St. Rank hold UPST as of Q2 2023.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Upstart Holdings position as of Q2 2023 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 80 Upstart Holdings shares in Q2 2023, an estimated $1.27K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Upstart Holdings in Q3 2022 and held it in 3 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Upstart Holdings position peaked at $1.27K in Q1 2023.
  • 303 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2023.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2023, filed 12 Jul 2023.