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Fiducient Advisors’s Upstart Holdings UPST Stock Holding History

Fiducient Advisors’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
Q4 		– Sell
-14,000
Closed -$560K – 159
2024
Q3 		$560K Sell
14,000
-4,000
-22% -$133K 0.06% 85
2024
Q2 		$425K Buy
18,000
+7,000
+64% +$169K 0.06% 91
2024
Q1 		$296K Buy
+11,000
New +$325K 0.06% 108

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Fiducient Advisors's UPST Position: Q4 2024 in Review

Fiducient Advisors sold out of Upstart Holdings (UPST) in Q4 2024, closing a stake of 14,000 shares — an estimated $560K sold.

Fiducient Advisors first reported a position in UPST in Q1 2024 and held it in 3 quarters. The position peaked at $560K in Q3 2024. 391 funds tracked by Wall St. Rank hold UPST as of Q4 2024.

  • Fiducient Advisors reported no remaining Upstart Holdings position as of Q4 2024 after selling out during the quarter.
  • Fiducient Advisors sold 14,000 Upstart Holdings shares in Q4 2024, an estimated $560K.
  • Fiducient Advisors first reported a position in Upstart Holdings in Q1 2024 and held it in 3 quarters.
  • Fiducient Advisors's Upstart Holdings position peaked at $560K in Q3 2024.
  • 391 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2024.

Based on Fiducient Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.