First Trust Advisors’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Buy |
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|
2025
Q1 | $6.5M | Buy |
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|
2024
Q4 | $8.21M | Sell |
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|
2024
Q3 | $8.05M | Sell |
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|
2024
Q2 | $8.75M | Sell |
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|
2024
Q1 | $12.3M | Buy |
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|
2023
Q4 | $12.8M | Buy |
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|
2023
Q3 | $6.72M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $356K | Sell |
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|
2022
Q4 | $2.34M | Buy |
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|
2022
Q3 | $2.4M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $6.58M | Buy |
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|
2021
Q4 | $9.01M | Sell |
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|
2021
Q3 | $27.8M | Buy |
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|
2021
Q2 | $4.95M | Buy |
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