CWM
UPST icon

Cranbrook Wealth Management’s Upstart Holdings UPST Stock Holding History

Cranbrook Wealth Management’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
Q1 		– Sell
-71
Closed -$2.9K – 312
2023
Q4 		$2.9K Buy
+71
New +$2.16K ﹤0.01% 274

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cranbrook Wealth Management's UPST Position: Q1 2024 in Review

Cranbrook Wealth Management sold out of Upstart Holdings (UPST) in Q1 2024, closing a stake of 71 shares — an estimated $2.9K sold.

Cranbrook Wealth Management first reported a position in UPST in Q4 2023 and held it in 1 quarter. The position peaked at $2.9K in Q4 2023. 279 funds tracked by Wall St. Rank hold UPST as of Q1 2024.

  • Cranbrook Wealth Management reported no remaining Upstart Holdings position as of Q1 2024 after selling out during the quarter.
  • Cranbrook Wealth Management sold 71 Upstart Holdings shares in Q1 2024, an estimated $2.9K.
  • Cranbrook Wealth Management first reported a position in Upstart Holdings in Q4 2023 and held it in 1 quarter.
  • Cranbrook Wealth Management's Upstart Holdings position peaked at $2.9K in Q4 2023.
  • 279 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2024.

Based on Cranbrook Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.