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Farmers & Merchants Trust Co of Chambersburg PA’s Upstart Holdings UPST Stock Holding History

Farmers & Merchants Trust Co of Chambersburg PA’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
Q1 		– Sell
-200
Closed -$3K – 370
2022
Q4 		$3K Hold
200
– – ﹤0.01% 329
2022
Q3 		$4K Hold
200
– – ﹤0.01% 286
2022
Q2 		$6K Hold
200
– – ﹤0.01% 301
2022
Q1 		$22K Buy
+200
New +$23K 0.01% 228

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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Farmers & Merchants Trust Co of Chambersburg PA's UPST Position: Q1 2023 in Review

Farmers & Merchants Trust Co of Chambersburg PA sold out of Upstart Holdings (UPST) in Q1 2023, closing a stake of 200 shares — an estimated $3K sold.

Farmers & Merchants Trust Co of Chambersburg PA first reported a position in UPST in Q1 2022 and held it in 4 quarters. The position peaked at $22K in Q1 2022. 266 funds tracked by Wall St. Rank hold UPST as of Q1 2023.

  • Farmers & Merchants Trust Co of Chambersburg PA reported no remaining Upstart Holdings position as of Q1 2023 after selling out during the quarter.
  • Farmers & Merchants Trust Co of Chambersburg PA sold 200 Upstart Holdings shares in Q1 2023, an estimated $3K.
  • Farmers & Merchants Trust Co of Chambersburg PA first reported a position in Upstart Holdings in Q1 2022 and held it in 4 quarters.
  • Farmers & Merchants Trust Co of Chambersburg PA's Upstart Holdings position peaked at $22K in Q1 2022.
  • 266 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2023.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q1 2023, filed 12 Apr 2023.