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Capital Impact Advisors’s Upstart Holdings UPST Stock Holding History

Capital Impact Advisors’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
Q2 		– Sell
-44,369
Closed -$1.19M – 99
2024
Q1 		$1.19M Sell
44,369
-4,263
-9% -$126K 1.55% 21
2023
Q4 		$1.99M Buy
48,632
+29,185
+150% +$889K 2.61% 4
2023
Q3 		$555K Buy
19,447
+16,812
+638% +$676K 0.93% 52
2023
Q2 		$94.4K Hold
2,635
– – 0.1% 171
2023
Q1 		$41.9K Sell
2,635
-1,732
-40% -$29.1K 0.05% 176
2022
Q4 		$57.7K Buy
4,367
+471
+12% +$9.1K 0.06% 233
2022
Q3 		$76K Sell
3,896
-2,902
-43% -$78K 0.08% 226
2022
Q2 		$215K Sell
6,798
-4,744
-41% -$283K 0.2% 192
2022
Q1 		$1.26M Buy
+11,542
New +$1.33M 0.92% 14

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Capital Impact Advisors's UPST Position: Q2 2024 in Review

Capital Impact Advisors sold out of Upstart Holdings (UPST) in Q2 2024, closing a stake of 44,369 shares — an estimated $1.19M sold.

Capital Impact Advisors first reported a position in UPST in Q1 2022 and held it in 9 quarters. The position peaked at $1.99M in Q4 2023. 275 funds tracked by Wall St. Rank hold UPST as of Q2 2024.

  • Capital Impact Advisors reported no remaining Upstart Holdings position as of Q2 2024 after selling out during the quarter.
  • Capital Impact Advisors sold 44,369 Upstart Holdings shares in Q2 2024, an estimated $1.19M.
  • Capital Impact Advisors first reported a position in Upstart Holdings in Q1 2022 and held it in 9 quarters.
  • Capital Impact Advisors's Upstart Holdings position peaked at $1.99M in Q4 2023.
  • 275 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2024.

Based on Capital Impact Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.