Belpointe Asset Management’s Upstart Holdings UPST Stock Holding History

Belpointe 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 Q2	–	Sell	-759	Closed	-$3.04K	–	3236
2023 Q1	$3.04K	Buy	759 +355	+88%	+$5.97K	﹤0.01%	3191
2022 Q4	$2.88K	Buy	+404	New	+$7.81K	﹤0.01%	3137
2021 Q4	–	Sell	-647	Closed	-$205K	–	1254
2021 Q3	$205K	Buy	+647	New	+$128K	0.01%	849

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Belpointe Asset Management's UPST Position: Q2 2023 in Review

Belpointe Asset Management sold out of Upstart Holdings (UPST) in Q2 2023, closing a stake of 759 shares — an estimated $3.04K sold.

Belpointe Asset Management first reported a position in UPST in Q3 2021 and held it in 3 quarters. The position peaked at $205K in Q3 2021. 303 funds tracked by Wall St. Rank hold UPST as of Q2 2023.

Belpointe Asset Management reported no remaining Upstart Holdings position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 759 Upstart Holdings shares in Q2 2023, an estimated $3.04K.
Belpointe Asset Management first reported a position in Upstart Holdings in Q3 2021 and held it in 3 quarters.
Belpointe Asset Management's Upstart Holdings position peaked at $205K in Q3 2021.
303 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.