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Financial Connections Group’s Upstart Holdings UPST Stock Holding History

Financial Connections 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
2022
Q4 		– Sell
-80
Closed -$1K – 256
2022
Q3 		$1K Hold
80
– – ﹤0.01% 214
2022
Q2 		$2K Hold
80
– – ﹤0.01% 262
2022
Q1 		$8K Buy
80
+20
+33% +$2.3K 0.01% 210
2021
Q4 		$9K Buy
+60
New +$15K 0.01% 217

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Financial Connections Group's UPST Position: Q4 2022 in Review

Financial Connections Group sold out of Upstart Holdings (UPST) in Q4 2022, closing a stake of 80 shares — an estimated $1K sold.

Financial Connections Group first reported a position in UPST in Q4 2021 and held it in 4 quarters. The position peaked at $9K in Q4 2021. 266 funds tracked by Wall St. Rank hold UPST as of Q4 2022.

  • Financial Connections Group reported no remaining Upstart Holdings position as of Q4 2022 after selling out during the quarter.
  • Financial Connections Group sold 80 Upstart Holdings shares in Q4 2022, an estimated $1K.
  • Financial Connections Group first reported a position in Upstart Holdings in Q4 2021 and held it in 4 quarters.
  • Financial Connections Group's Upstart Holdings position peaked at $9K in Q4 2021.
  • 266 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2022.

Based on Financial Connections Group's 13F filing for Q4 2022, filed 14 Feb 2023.