Concourse Financial Group Securities’s Upstart Holdings UPST Stock Holding History

Concourse Financial Group Securities’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 Q2	–	Sell	-4	Closed	-$97	–	2389
2024 Q1	$107	Hold	4	–	–	﹤0.01%	2272
2023 Q4	$163	Hold	4	–	–	﹤0.01%	2239
2023 Q3	$114	Hold	4	–	–	﹤0.01%	2270
2023 Q2	$143	Sell	4 -100	-96%	-$2.3K	﹤0.01%	2302
2023 Q1	$1.65K	Hold	104	–	–	﹤0.01%	2091
2022 Q4	$1.37K	Sell	104 -78	-43%	-$1.51K	﹤0.01%	2105
2022 Q3	$4K	Hold	182	–	–	﹤0.01%	1704
2022 Q2	$6K	Buy	182 +50	+38%	+$2.98K	﹤0.01%	1815
2022 Q1	$14K	Sell	132 -57	-30%	-$6.57K	﹤0.01%	1600
2021 Q4	$29K	Buy	189 +53	+39%	+$13.2K	﹤0.01%	1511
2021 Q3	$43K	Buy	136 +106	+353%	+$20.9K	﹤0.01%	1382
2021 Q2	$4K	Buy	+30	New	+$3.69K	﹤0.01%	2104

Other funds holding UPST

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Concourse Financial Group Securities's UPST Position: Q2 2024 in Review

Concourse Financial Group Securities sold out of Upstart Holdings (UPST) in Q2 2024, closing a stake of 4 shares — an estimated $97 sold.

Concourse Financial Group Securities first reported a position in UPST in Q2 2021 and held it in 12 quarters. The position peaked at $43K in Q3 2021. 275 funds tracked by Wall St. Rank hold UPST as of Q2 2024.

Concourse Financial Group Securities reported no remaining Upstart Holdings position as of Q2 2024 after selling out during the quarter.
Concourse Financial Group Securities sold 4 Upstart Holdings shares in Q2 2024, an estimated $97.
Concourse Financial Group Securities first reported a position in Upstart Holdings in Q2 2021 and held it in 12 quarters.
Concourse Financial Group Securities's Upstart Holdings position peaked at $43K in Q3 2021.
275 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2024.

Based on Concourse Financial Group Securities's 13F filing for Q2 2024, filed 23 Jul 2024.