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Financial Gravity Asset Management’s Upstart Holdings UPST Stock Holding History

Financial Gravity Asset Management’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
-5
Closed -$204 – 2389
2024
Q1 		$204 Hold
5
– – ﹤0.01% 1617
2023
Q4 		$204 Buy
+5
New +$152 ﹤0.01% 1226

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Financial Gravity Asset Management's UPST Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Upstart Holdings (UPST) in Q2 2024, closing a stake of 5 shares — an estimated $204 sold.

Financial Gravity Asset Management first reported a position in UPST in Q4 2023 and held it in 2 quarters. The position peaked at $204 in Q1 2024. 275 funds tracked by Wall St. Rank hold UPST as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Upstart Holdings position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 5 Upstart Holdings shares in Q2 2024, an estimated $204.
  • Financial Gravity Asset Management first reported a position in Upstart Holdings in Q4 2023 and held it in 2 quarters.
  • Financial Gravity Asset Management's Upstart Holdings position peaked at $204 in Q1 2024.
  • 275 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.