HC Financial Advisors’s Upstart Holdings UPST Stock Holding History

HC Financial 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	-180	Closed	-$20K	–	365
2022 Q1	$20K	Buy	+180	New	+$20.7K	0.01%	192

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 $67.7B AUM 51.91% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

HC Financial Advisors's UPST Position: Q2 2022 in Review

HC Financial Advisors sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 180 shares — an estimated $20K sold.

HC Financial Advisors first reported a position in UPST in Q1 2022 and held it in 1 quarter. The position peaked at $20K in Q1 2022. 347 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

HC Financial Advisors reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
HC Financial Advisors sold 180 Upstart Holdings shares in Q2 2022, an estimated $20K.
HC Financial Advisors first reported a position in Upstart Holdings in Q1 2022 and held it in 1 quarter.
HC Financial Advisors's Upstart Holdings position peaked at $20K in Q1 2022.
347 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.