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C.M. Bidwell & Associates’s Upstart Holdings UPST Stock Holding History

C.M. Bidwell & Associates’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
2024
Q1 		– Sell
-2
Closed -$82 – 548
2023
Q4 		$82 Sell
2
-1,015
-100% -$30.9K ﹤0.01% 488
2023
Q3 		$29K Sell
1,017
-1,120
-52% -$45K 0.02% 323
2023
Q2 		$76.5K Buy
+2,137
New +$49.2K 0.06% 258

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

C.M. Bidwell & Associates's UPST Position: Q1 2024 in Review

C.M. Bidwell & Associates sold out of Upstart Holdings (UPST) in Q1 2024, closing a stake of 2 shares — an estimated $82 sold.

C.M. Bidwell & Associates first reported a position in UPST in Q2 2023 and held it in 3 quarters. The position peaked at $76.5K in Q2 2023. 279 funds tracked by Wall St. Rank hold UPST as of Q1 2024.

  • C.M. Bidwell & Associates reported no remaining Upstart Holdings position as of Q1 2024 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 2 Upstart Holdings shares in Q1 2024, an estimated $82.
  • C.M. Bidwell & Associates first reported a position in Upstart Holdings in Q2 2023 and held it in 3 quarters.
  • C.M. Bidwell & Associates's Upstart Holdings position peaked at $76.5K in Q2 2023.
  • 279 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2024.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2024, filed 14 May 2024.