Founders Capital Management (Texas)’s Upstart Holdings UPST Stock Holding History

Founders Capital Management (Texas)’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
2023 Q4	–	Sell	-600	Closed	-$17.1K	–	404
2023 Q3	$17.1K	Hold	600	–	–	0.01%	238
2023 Q2	$21.5K	Hold	600	–	–	0.02%	230
2023 Q1	$10K	Buy	600 +300	+100%	+$5.05K	0.01%	314
2022 Q4	$4K	Hold	300	–	–	﹤0.01%	345
2022 Q3	$6K	Hold	300	–	–	﹤0.01%	338
2022 Q2	$9K	Buy	+300	New	+$17.9K	0.01%	330

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

Founders Capital Management (Texas)'s UPST Position: Q4 2023 in Review

Founders Capital Management (Texas) sold out of Upstart Holdings (UPST) in Q4 2023, closing a stake of 600 shares — an estimated $17.1K sold.

Founders Capital Management (Texas) first reported a position in UPST in Q2 2022 and held it in 6 quarters. The position peaked at $21.5K in Q2 2023. 334 funds tracked by Wall St. Rank hold UPST as of Q4 2023.

Founders Capital Management (Texas) reported no remaining Upstart Holdings position as of Q4 2023 after selling out during the quarter.
Founders Capital Management (Texas) sold 600 Upstart Holdings shares in Q4 2023, an estimated $17.1K.
Founders Capital Management (Texas) first reported a position in Upstart Holdings in Q2 2022 and held it in 6 quarters.
Founders Capital Management (Texas)'s Upstart Holdings position peaked at $21.5K in Q2 2023.
334 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2023.

Based on Founders Capital Management (Texas)'s 13F filing for Q4 2023, filed 8 Jan 2024.