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Bellwether Advisors’s Upstart Holdings UPST Stock Holding History

Bellwether Advisors’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
-800
Closed -$12.7K – 426
2023
Q1 		$12.7K Hold
800
– – ﹤0.01% 261
2022
Q4 		$10.6K Hold
800
– – ﹤0.01% 266
2022
Q3 		$16K Sell
800
-2
-0.2% -$54 0.01% 234
2022
Q2 		$25K Buy
802
+800
+40,000% +$47.6K 0.01% 205
2022
Q1 		$0 Buy
+2
New +$230 ﹤0.01% 625

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Bellwether Advisors's UPST Position: Q2 2023 in Review

Bellwether Advisors sold out of Upstart Holdings (UPST) in Q2 2023, closing a stake of 800 shares — an estimated $12.7K sold.

Bellwether Advisors first reported a position in UPST in Q1 2022 and held it in 5 quarters. The position peaked at $25K in Q2 2022. 303 funds tracked by Wall St. Rank hold UPST as of Q2 2023.

  • Bellwether Advisors reported no remaining Upstart Holdings position as of Q2 2023 after selling out during the quarter.
  • Bellwether Advisors sold 800 Upstart Holdings shares in Q2 2023, an estimated $12.7K.
  • Bellwether Advisors first reported a position in Upstart Holdings in Q1 2022 and held it in 5 quarters.
  • Bellwether Advisors's Upstart Holdings position peaked at $25K in Q2 2022.
  • 303 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2023.

Based on Bellwether Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.