Brown Advisory’s Upstart Holdings UPST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,872
Closed -$204K 1153
2022
Q1
$204K Buy
1,872
+486
+35% +$53K ﹤0.01% 1067
2021
Q4
$210K Buy
+1,386
New +$210K ﹤0.01% 1160