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. 347 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.
  • 347 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.