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Global Wealth Strategies & Associates’s Upstart Holdings UPST Stock Holding History

Global Wealth Strategies & Associates’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
-40
Closed -$1.6K – 423
2024
Q3 		$1.6K Buy
+40
New +$1.33K ﹤0.01% 306

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 Wealth Strategies & Associates's UPST Position: Q4 2024 in Review

Global Wealth Strategies & Associates sold out of Upstart Holdings (UPST) in Q4 2024, closing a stake of 40 shares — an estimated $1.6K sold.

Global Wealth Strategies & Associates first reported a position in UPST in Q3 2024 and held it in 1 quarter. The position peaked at $1.6K in Q3 2024. 391 funds tracked by Wall St. Rank hold UPST as of Q4 2024.

  • Global Wealth Strategies & Associates reported no remaining Upstart Holdings position as of Q4 2024 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 40 Upstart Holdings shares in Q4 2024, an estimated $1.6K.
  • Global Wealth Strategies & Associates first reported a position in Upstart Holdings in Q3 2024 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Upstart Holdings position peaked at $1.6K in Q3 2024.
  • 391 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2024.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2024, filed 2 Jan 2025.