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Clearstead Trust’s Upstart Holdings UPST Stock Holding History

Clearstead Trust’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
-112
Closed -$12K – 195
2022
Q1 		$12K Hold
112
– – 0.01% 153
2021
Q4 		$17K Sell
112
-2
-2% -$500 0.01% 152
2021
Q3 		$36K Hold
114
– – 0.02% 139
2021
Q2 		$14K Buy
+114
New +$14K 0.01% 143

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 $299B AUM 28.69% 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

Clearstead Trust's UPST Position: Q2 2022 in Review

Clearstead Trust sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 112 shares — an estimated $12K sold.

Clearstead Trust first reported a position in UPST in Q2 2021 and held it in 4 quarters. The position peaked at $36K in Q3 2021. 346 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

  • Clearstead Trust reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
  • Clearstead Trust sold 112 Upstart Holdings shares in Q2 2022, an estimated $12K.
  • Clearstead Trust first reported a position in Upstart Holdings in Q2 2021 and held it in 4 quarters.
  • Clearstead Trust's Upstart Holdings position peaked at $36K in Q3 2021.
  • 346 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on Clearstead Trust's 13F filing for Q2 2022, filed 11 Aug 2022.