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Capital Performance Advisors’s Upstart Holdings UPST Stock Holding History

Capital Performance 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
Q4 		– Sell
-62
Closed -$2.48K – 2555
2024
Q3 		$2.48K Buy
+62
New +$2.06K ﹤0.01% 1464

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Capital Performance Advisors's UPST Position: Q4 2024 in Review

Capital Performance Advisors sold out of Upstart Holdings (UPST) in Q4 2024, closing a stake of 62 shares — an estimated $2.48K sold.

Capital Performance Advisors first reported a position in UPST in Q3 2024 and held it in 1 quarter. The position peaked at $2.48K in Q3 2024. 391 funds tracked by Wall St. Rank hold UPST as of Q4 2024.

  • Capital Performance Advisors reported no remaining Upstart Holdings position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 62 Upstart Holdings shares in Q4 2024, an estimated $2.48K.
  • Capital Performance Advisors first reported a position in Upstart Holdings in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Upstart Holdings position peaked at $2.48K in Q3 2024.
  • 391 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.