Glassman Wealth Services’s Upstart Holdings UPST Stock Holding History

Glassman Wealth Services’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	-103	Closed	-$4.21K	–	1735
2023 Q4	$4.21K	Hold	103	–	–	﹤0.01%	1127
2023 Q3	$2.94K	Buy	103 +92	+836%	+$3.7K	﹤0.01%	1220
2023 Q2	$394	Buy	+11	New	+$253	﹤0.01%	1682
2023 Q1	–	Sell	-92	Closed	-$1.22K	–	1991
2022 Q4	$1.22K	Sell	92 -31	-25%	-$599	﹤0.01%	1377
2022 Q3	$3K	Sell	123 -11	-8%	-$296	﹤0.01%	1158
2022 Q2	$4K	Buy	134 +4	+3%	+$238	﹤0.01%	1099
2022 Q1	$14K	Buy	130 +99	+319%	+$11.4K	﹤0.01%	750
2021 Q4	$5K	Sell	31 -105	-77%	-$26.2K	﹤0.01%	1005
2021 Q3	$43K	Sell	136 -74	-35%	-$14.6K	0.01%	396
2021 Q2	$26K	Hold	210	–	–	0.01%	506
2021 Q1	$27K	Buy	+210	New	+$16.1K	0.01%	453

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

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

Glassman Wealth Services's UPST Position: Q1 2024 in Review

Glassman Wealth Services sold out of Upstart Holdings (UPST) in Q1 2024, closing a stake of 103 shares — an estimated $4.21K sold.

Glassman Wealth Services first reported a position in UPST in Q1 2021 and held it in 11 quarters. The position peaked at $43K in Q3 2021. 279 funds tracked by Wall St. Rank hold UPST as of Q1 2024.

Glassman Wealth Services reported no remaining Upstart Holdings position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 103 Upstart Holdings shares in Q1 2024, an estimated $4.21K.
Glassman Wealth Services first reported a position in Upstart Holdings in Q1 2021 and held it in 11 quarters.
Glassman Wealth Services's Upstart Holdings position peaked at $43K in Q3 2021.
279 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.