BAM
Blueshift Asset Management’s Upstart Holdings UPST Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $794K | Sell |
12,273
-1,541
| -11% | -$99.7K | 0.24% | 96 |
|
2025
Q1 | $636K | Buy |
13,814
+10,425
| +308% | +$480K | 0.25% | 102 |
|
2024
Q4 | $209K | Buy |
+3,389
| New | +$209K | 0.08% | 333 |
|
2022
Q4 | – | Sell |
-27,350
| Closed | -$569K | – | 650 |
|
2022
Q3 | $569K | Buy |
27,350
+20,721
| +313% | +$431K | 0.12% | 253 |
|
2022
Q2 | $210K | Buy |
6,629
+2,975
| +81% | +$94.2K | 0.03% | 564 |
|
2022
Q1 | $399K | Buy |
3,654
+45
| +1% | +$4.91K | 0.04% | 510 |
|
2021
Q4 | $546K | Buy |
+3,609
| New | +$546K | 0.05% | 448 |
|