Cerity Partners’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Sell |
3,391
-3,028
| -47% | -$196K | ﹤0.01% | 2306 |
|
|
2025
Q1 | $295K | Buy |
6,419
+2,779
| +76% | +$128K | ﹤0.01% | 2017 |
|
|
2024
Q4 | $209K | Buy |
+3,640
| New | +$209K | ﹤0.01% | 2223 |
|
|
2022
Q2 | – | Sell |
-14,470
| Closed | -$1.58M | – | 1243 |
|
|
2022
Q1 | $1.58M | Buy |
14,470
+10,370
| +253% | +$1.13M | 0.02% | 371 |
|
|
2021
Q4 | $620K | Buy |
+4,100
| New | +$620K | 0.01% | 535 |
|