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Custom Portfolio Group’s Upstart Holdings UPST Stock Holding History

Custom Portfolio Group’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
-482
Closed -$13K – 242
2024
Q1 		$13K Buy
482
+241
+100% +$7.13K 0.01% 164
2023
Q4 		$9.85K Buy
+241
New +$7.34K 0.01% 166

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Custom Portfolio Group's UPST Position: Q2 2024 in Review

Custom Portfolio Group sold out of Upstart Holdings (UPST) in Q2 2024, closing a stake of 482 shares — an estimated $13K sold.

Custom Portfolio Group first reported a position in UPST in Q4 2023 and held it in 2 quarters. The position peaked at $13K in Q1 2024. 275 funds tracked by Wall St. Rank hold UPST as of Q2 2024.

  • Custom Portfolio Group reported no remaining Upstart Holdings position as of Q2 2024 after selling out during the quarter.
  • Custom Portfolio Group sold 482 Upstart Holdings shares in Q2 2024, an estimated $13K.
  • Custom Portfolio Group first reported a position in Upstart Holdings in Q4 2023 and held it in 2 quarters.
  • Custom Portfolio Group's Upstart Holdings position peaked at $13K in Q1 2024.
  • 275 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.