Clearview Wealth Advisors’s Upstart Holdings UPST Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-30	Closed	-$1.07K	–	608
2023 Q2	$1.07K	Buy	+30	New	+$690	﹤0.01%	598
2022 Q1	–	Sell	-4	Closed	-$1K	–	695
2021 Q4	$1K	Buy	+4	New	+$999	﹤0.01%	666

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Clearview Wealth Advisors's UPST Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Upstart Holdings (UPST) in Q3 2023, closing a stake of 30 shares — an estimated $1.07K sold.

Clearview Wealth Advisors first reported a position in UPST in Q4 2021 and held it in 2 quarters. The position peaked at $1.07K in Q2 2023. 291 funds tracked by Wall St. Rank hold UPST as of Q3 2023.

Clearview Wealth Advisors reported no remaining Upstart Holdings position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 30 Upstart Holdings shares in Q3 2023, an estimated $1.07K.
Clearview Wealth Advisors first reported a position in Upstart Holdings in Q4 2021 and held it in 2 quarters.
Clearview Wealth Advisors's Upstart Holdings position peaked at $1.07K in Q2 2023.
291 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.