Cetera Advisor Networks’s Upstart Holdings UPST Stock Holding History

Cetera Advisor Networks’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
2023 Q3	–	Sell	-10,524	Closed	-$377K	–	2801
2023 Q2	$377K	Sell	10,524 -2,908	-22%	-$66.9K	﹤0.01%	1927
2023 Q1	$213K	Buy	13,432 +55	+0.4%	+$925	﹤0.01%	2282
2022 Q4	$177K	Buy	13,377 +1,234	+10%	+$23.8K	﹤0.01%	2294
2022 Q3	$252K	Buy	12,143 +2,719	+29%	+$73.1K	﹤0.01%	1722
2022 Q2	$298K	Buy	9,424 +5,719	+154%	+$341K	﹤0.01%	1627
2022 Q1	$404K	Buy	3,705 +488	+15%	+$56.2K	﹤0.01%	1444
2021 Q4	$487K	Buy	3,217 +953	+42%	+$238K	0.01%	1299
2021 Q3	$716K	Buy	+2,264	New	+$447K	0.01%	1001

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Cetera Advisor Networks's UPST Position: Q3 2023 in Review

Cetera Advisor Networks sold out of Upstart Holdings (UPST) in Q3 2023, closing a stake of 10,524 shares — an estimated $377K sold.

Cetera Advisor Networks first reported a position in UPST in Q3 2021 and held it in 8 quarters. The position peaked at $716K in Q3 2021. 291 funds tracked by Wall St. Rank hold UPST as of Q3 2023.

Cetera Advisor Networks reported no remaining Upstart Holdings position as of Q3 2023 after selling out during the quarter.
Cetera Advisor Networks sold 10,524 Upstart Holdings shares in Q3 2023, an estimated $377K.
Cetera Advisor Networks first reported a position in Upstart Holdings in Q3 2021 and held it in 8 quarters.
Cetera Advisor Networks's Upstart Holdings position peaked at $716K in Q3 2021.
291 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2023.

Based on Cetera Advisor Networks's 13F filing for Q3 2023, filed 14 Nov 2023.