Good Life Advisors’s Upstart Holdings UPST Stock Holding History

Good Life Advisors’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
2022 Q2	–	Sell	-1,969	Closed	-$215K	–	398
2022 Q1	$215K	Buy	+1,969	New	+$227K	0.03%	352

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Good Life Advisors's UPST Position: Q2 2022 in Review

Good Life Advisors sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 1,969 shares — an estimated $215K sold.

Good Life Advisors first reported a position in UPST in Q1 2022 and held it in 1 quarter. The position peaked at $215K in Q1 2022. 346 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

Good Life Advisors reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
Good Life Advisors sold 1,969 Upstart Holdings shares in Q2 2022, an estimated $215K.
Good Life Advisors first reported a position in Upstart Holdings in Q1 2022 and held it in 1 quarter.
Good Life Advisors's Upstart Holdings position peaked at $215K in Q1 2022.
346 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on Good Life Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.