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Cetera Advisors’s Upstart Holdings UPST Stock Holding History

Cetera 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
Q1 		$464K Buy
17,258
+6,899
+67% +$204K ﹤0.01% 1651
2023
Q4 		$423K Buy
+10,359
New +$315K 0.01% 1221
2023
Q3 		– Sell
-12,533
Closed -$449K – 1802
2023
Q2 		$449K Sell
12,533
-1,668
-12% -$38.4K 0.01% 1117
2023
Q1 		$226K Sell
14,201
-332
-2% -$5.59K ﹤0.01% 1436
2022
Q4 		$192K Buy
+14,533
New +$281K ﹤0.01% 1456
2022
Q2 		– Sell
-1,978
Closed -$216K – 1479
2022
Q1 		$216K Buy
+1,978
New +$228K ﹤0.01% 1279
2021
Q4 		– Sell
-788
Closed -$249K – 1519
2021
Q3 		$249K Buy
+788
New +$155K ﹤0.01% 1201

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cetera Advisors's UPST Position: Q1 2024 in Review

Cetera Advisors increased its Upstart Holdings (UPST) stake by 67% in Q1 2024, buying an estimated $204K and bringing the position to 17,258 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

Cetera Advisors first reported a position in UPST in Q3 2021 and has held it in 7 quarters since. 279 funds tracked by Wall St. Rank hold UPST as of Q1 2024.

  • Cetera Advisors held 17,258 shares of Upstart Holdings worth $464K as of Q1 2024.
  • Cetera Advisors bought 6,899 Upstart Holdings shares in Q1 2024, an estimated $204K.
  • Upstart Holdings made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1651 holding.
  • Cetera Advisors first reported a position in Upstart Holdings in Q3 2021 and has held it in 7 quarters since.
  • 279 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.