Capital Advisory Group Advisory Services’s Upstart Holdings UPST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,599
Closed -$174K 471
2022
Q1
$174K Buy
+1,599
New +$184K 0.08% 165
2021
Q4
Sell
-361
Closed -$114K 479
2021
Q3
$114K Buy
361
+331
+1,103% +$65.3K 0.04% 224
2021
Q2
$4K Buy
+30
New +$3.69K ﹤0.01% 481

Other funds holding UPST

Capital Advisory Group Advisory Services's UPST Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 1,599 shares — an estimated $174K sold.

Capital Advisory Group Advisory Services first reported a position in UPST in Q2 2021 and held it in 3 quarters. The position peaked at $174K in Q1 2022. 346 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

  • Capital Advisory Group Advisory Services reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 1,599 Upstart Holdings shares in Q2 2022, an estimated $174K.
  • Capital Advisory Group Advisory Services first reported a position in Upstart Holdings in Q2 2021 and held it in 3 quarters.
  • Capital Advisory Group Advisory Services's Upstart Holdings position peaked at $174K in Q1 2022.
  • 346 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.