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Cape Investment Advisory’s Upstart Holdings UPST Stock Holding History

Cape Investment Advisory’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
-104
Closed -$4.25K – 1169
2023
Q4 		$4.25K Buy
104
+64
+160% +$1.95K ﹤0.01% 805
2023
Q3 		$1.14K Hold
40
– – ﹤0.01% 832
2023
Q2 		$1.43K Hold
40
– – ﹤0.01% 801
2023
Q1 		$636 Buy
+40
New +$673 ﹤0.01% 899

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cape Investment Advisory's UPST Position: Q1 2024 in Review

Cape Investment Advisory sold out of Upstart Holdings (UPST) in Q1 2024, closing a stake of 104 shares — an estimated $4.25K sold.

Cape Investment Advisory first reported a position in UPST in Q1 2023 and held it in 4 quarters. The position peaked at $4.25K in Q4 2023. 279 funds tracked by Wall St. Rank hold UPST as of Q1 2024.

  • Cape Investment Advisory reported no remaining Upstart Holdings position as of Q1 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 104 Upstart Holdings shares in Q1 2024, an estimated $4.25K.
  • Cape Investment Advisory first reported a position in Upstart Holdings in Q1 2023 and held it in 4 quarters.
  • Cape Investment Advisory's Upstart Holdings position peaked at $4.25K in Q4 2023.
  • 279 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.