First Trust Advisors’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Buy |
244,409
+103,248
| +73% | +$6.68M | 0.01% | 968 |
|
|
2025
Q1 | $6.5M | Buy |
141,161
+7,879
| +6% | +$363K | 0.01% | 1197 |
|
|
2024
Q4 | $8.21M | Sell |
133,282
-67,821
| -34% | -$4.18M | 0.01% | 1131 |
|
|
2024
Q3 | $8.05M | Sell |
201,103
-169,999
| -46% | -$6.8M | 0.01% | 1116 |
|
|
2024
Q2 | $8.75M | Sell |
371,102
-87,595
| -19% | -$2.07M | 0.01% | 1065 |
|
|
2024
Q1 | $12.3M | Buy |
458,697
+144,526
| +46% | +$3.89M | 0.01% | 958 |
|
|
2023
Q4 | $12.8M | Buy |
314,171
+78,863
| +34% | +$3.22M | 0.01% | 917 |
|
|
2023
Q3 | $6.72M | Buy |
+235,308
| New | +$6.72M | 0.01% | 1109 |
|
|
2023
Q2 | – | Sell |
-22,420
| Closed | -$356K | – | 2450 |
|
|
2023
Q1 | $356K | Sell |
22,420
-154,518
| -87% | -$2.46M | ﹤0.01% | 2208 |
|
|
2022
Q4 | $2.34M | Buy |
176,938
+61,615
| +53% | +$815K | ﹤0.01% | 1627 |
|
|
2022
Q3 | $2.4M | Buy |
+115,323
| New | +$2.4M | ﹤0.01% | 1605 |
|
|
2022
Q2 | – | Sell |
-60,338
| Closed | -$6.58M | – | 2613 |
|
|
2022
Q1 | $6.58M | Buy |
60,338
+763
| +1% | +$83.2K | 0.01% | 1187 |
|
|
2021
Q4 | $9.01M | Sell |
59,575
-28,346
| -32% | -$4.29M | 0.01% | 1096 |
|
|
2021
Q3 | $27.8M | Buy |
87,921
+48,284
| +122% | +$15.3M | 0.03% | 654 |
|
|
2021
Q2 | $4.95M | Buy |
+39,637
| New | +$4.95M | 0.01% | 1362 |
|