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Global Financial Private Client’s Upstart Holdings UPST Stock Holding History

Global Financial Private Client’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
Q4 		– Sell
-15
Closed -$600 – 1683
2024
Q3 		$600 Hold
15
– – ﹤0.01% 777
2024
Q2 		$354 Hold
15
– – ﹤0.01% 664
2024
Q1 		$396 Hold
15
– – ﹤0.01% 682
2023
Q4 		$613 Hold
15
– – ﹤0.01% 652
2023
Q3 		$413 Buy
+15
New +$603 ﹤0.01% 657

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Global Financial Private Client's UPST Position: Q4 2024 in Review

Global Financial Private Client sold out of Upstart Holdings (UPST) in Q4 2024, closing a stake of 15 shares — an estimated $600 sold.

Global Financial Private Client first reported a position in UPST in Q3 2023 and held it in 5 quarters. The position peaked at $613 in Q4 2023. 391 funds tracked by Wall St. Rank hold UPST as of Q4 2024.

  • Global Financial Private Client reported no remaining Upstart Holdings position as of Q4 2024 after selling out during the quarter.
  • Global Financial Private Client sold 15 Upstart Holdings shares in Q4 2024, an estimated $600.
  • Global Financial Private Client first reported a position in Upstart Holdings in Q3 2023 and held it in 5 quarters.
  • Global Financial Private Client's Upstart Holdings position peaked at $613 in Q4 2023.
  • 391 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2024.

Based on Global Financial Private Client's 13F filing for Q4 2024, filed 14 Jan 2025.