Evoke Wealth’s Upstart Holdings UPST Stock Holding History

Evoke Wealth’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	-3,000	Closed	-$327K	–	1253
2022 Q1	$327K	Buy	3,000 +2,700	+900%	+$311K	0.01%	277
2021 Q4	$45K	Buy	300 +55	+22%	+$13.7K	﹤0.01%	545
2021 Q3	$77K	Buy	+245	New	+$48.3K	﹤0.01%	459

Other funds holding UPST

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Evoke Wealth's UPST Position: Q2 2022 in Review

Evoke Wealth sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 3,000 shares — an estimated $327K sold.

Evoke Wealth first reported a position in UPST in Q3 2021 and held it in 3 quarters. The position peaked at $327K in Q1 2022. 346 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

Evoke Wealth reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
Evoke Wealth sold 3,000 Upstart Holdings shares in Q2 2022, an estimated $327K.
Evoke Wealth first reported a position in Upstart Holdings in Q3 2021 and held it in 3 quarters.
Evoke Wealth's Upstart Holdings position peaked at $327K in Q1 2022.
346 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on Evoke Wealth's 13F filing for Q2 2022, filed 4 Aug 2022.