FWM
UPST icon

Focused Wealth Management’s Upstart Holdings UPST Stock Holding History

Focused Wealth 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
Q1 		– Sell
-20
Closed -$817 – 927
2023
Q4 		$817 Hold
20
– – ﹤0.01% 868
2023
Q3 		$571 Hold
20
– – ﹤0.01% 905
2023
Q2 		$716 Hold
20
– – ﹤0.01% 923
2023
Q1 		$318 Hold
20
– – ﹤0.01% 966
2022
Q4 		$264 Hold
20
– – ﹤0.01% 1004
2022
Q3 		$0 Hold
20
– – ﹤0.01% 1066
2022
Q2 		$1K Buy
20
+10
+100% +$596 ﹤0.01% 884
2022
Q1 		$1K Sell
10
-310
-97% -$35.7K ﹤0.01% 945
2021
Q4 		$48K Buy
+320
New +$79.9K 0.01% 377

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Focused Wealth Management's UPST Position: Q1 2024 in Review

Focused Wealth Management sold out of Upstart Holdings (UPST) in Q1 2024, closing a stake of 20 shares — an estimated $817 sold.

Focused Wealth Management first reported a position in UPST in Q4 2021 and held it in 9 quarters. The position peaked at $48K in Q4 2021. 279 funds tracked by Wall St. Rank hold UPST as of Q1 2024.

  • Focused Wealth Management reported no remaining Upstart Holdings position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 20 Upstart Holdings shares in Q1 2024, an estimated $817.
  • Focused Wealth Management first reported a position in Upstart Holdings in Q4 2021 and held it in 9 quarters.
  • Focused Wealth Management's Upstart Holdings position peaked at $48K in Q4 2021.
  • 279 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.