Bordeaux Wealth Advisors’s Upstart Holdings UPST Stock Holding History

Bordeaux Wealth 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
2022 Q4	–	Sell	-105,396	Closed	-$2.19M	–	90
2022 Q3	$2.19M	Buy	105,396 +45,396	+76%	+$1.22M	1.38%	14
2022 Q2	$1.9M	Hold	60,000	–	–	1.31%	15
2022 Q1	$6.54M	Hold	60,000	–	–	3.53%	9
2021 Q4	$9.08M	Buy	+60,000	New	+$15M	4.17%	8

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

Bordeaux Wealth Advisors's UPST Position: Q4 2022 in Review

Bordeaux Wealth Advisors sold out of Upstart Holdings (UPST) in Q4 2022, closing a stake of 105,396 shares — an estimated $2.19M sold.

Bordeaux Wealth Advisors first reported a position in UPST in Q4 2021 and held it in 4 quarters. The position peaked at $9.08M in Q4 2021. 266 funds tracked by Wall St. Rank hold UPST as of Q4 2022.

Bordeaux Wealth Advisors reported no remaining Upstart Holdings position as of Q4 2022 after selling out during the quarter.
Bordeaux Wealth Advisors sold 105,396 Upstart Holdings shares in Q4 2022, an estimated $2.19M.
Bordeaux Wealth Advisors first reported a position in Upstart Holdings in Q4 2021 and held it in 4 quarters.
Bordeaux Wealth Advisors's Upstart Holdings position peaked at $9.08M in Q4 2021.
266 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2022.

Based on Bordeaux Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.