CIBC Private Wealth Group
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CIBC Private Wealth Group’s Upstart Holdings UPST Stock Holding History

CIBC Private Wealth Group’s Portfolio UPST Stock Details UPST Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$356 Sell
2025
Q2 		$324K Buy
2025
Q1 		$3.73K Buy
2024
Q4 		$5.92K Sell
2024
Q3 		$5.8K Sell
2024
Q2 		$3.58K Buy
2024
Q1 		$2.64K Buy
2022
Q2 		– Sell
2022
Q1 		$99K Buy
2021
Q3 		– Sell
2021
Q2 		$221K Buy