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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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return