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Charles Schwab Investment Advisory’s Upstart Holdings UPST Stock Holding History

Charles Schwab Investment Advisory’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
2022
Q2 		– Sell
-4,371
Closed -$477K – 116
2022
Q1 		$477K Sell
4,371
-210
-5% -$24.2K ﹤0.01% 67
2021
Q4 		$693K Buy
+4,581
New +$1.14M ﹤0.01% 64

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab Investment Advisory's UPST Position: Q2 2022 in Review

Charles Schwab Investment Advisory sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 4,371 shares — an estimated $477K sold.

Charles Schwab Investment Advisory first reported a position in UPST in Q4 2021 and held it in 2 quarters. The position peaked at $693K in Q4 2021. 346 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

  • Charles Schwab Investment Advisory reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
  • Charles Schwab Investment Advisory sold 4,371 Upstart Holdings shares in Q2 2022, an estimated $477K.
  • Charles Schwab Investment Advisory first reported a position in Upstart Holdings in Q4 2021 and held it in 2 quarters.
  • Charles Schwab Investment Advisory's Upstart Holdings position peaked at $693K in Q4 2021.
  • 346 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on Charles Schwab Investment Advisory's 13F filing for Q2 2022, filed 15 Aug 2022.