Financial Synergies Wealth Advisors’s Upstart Holdings UPST Stock Holding History

Financial Synergies Wealth 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 Q2	–	Sell	-3	Closed	-$81	–	448
2024 Q1	$81	Buy	3 +1	+50%	+$30	﹤0.01%	496
2023 Q4	$27	Sell	2 -1	-33%	-$30	﹤0.01%	456
2023 Q3	$86	Hold	3	–	–	﹤0.01%	491
2023 Q2	$108	Hold	3	–	–	﹤0.01%	488
2023 Q1	$48	Buy	3 +1	+50%	+$17	﹤0.01%	492
2022 Q4	$27	Hold	2	–	–	﹤0.01%	456
2022 Q3	$42	Hold	2	–	–	﹤0.01%	464
2022 Q2	$64	Buy	+2	New	+$119	﹤0.01%	485

Other funds holding UPST

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Financial Synergies Wealth Advisors's UPST Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Upstart Holdings (UPST) in Q2 2024, closing a stake of 3 shares — an estimated $81 sold.

Financial Synergies Wealth Advisors first reported a position in UPST in Q2 2022 and held it in 8 quarters. The position peaked at $108 in Q2 2023. 275 funds tracked by Wall St. Rank hold UPST as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Upstart Holdings position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 3 Upstart Holdings shares in Q2 2024, an estimated $81.
Financial Synergies Wealth Advisors first reported a position in Upstart Holdings in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Upstart Holdings position peaked at $108 in Q2 2023.
275 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.