IAM Advisory’s Upstart Holdings UPST Stock Holding History

IAM Advisory’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	-3,822	Closed	-$417K	–	90
2022 Q1	$417K	Buy	3,822 +979	+34%	+$113K	0.17%	60
2021 Q4	$325K	Buy	+2,843	New	+$710K	0.13%	63

Other funds holding UPST

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IAM Advisory's UPST Position: Q2 2022 in Review

IAM Advisory sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 3,822 shares — an estimated $417K sold.

IAM Advisory first reported a position in UPST in Q4 2021 and held it in 2 quarters. The position peaked at $417K in Q1 2022. 347 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

IAM Advisory reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
IAM Advisory sold 3,822 Upstart Holdings shares in Q2 2022, an estimated $417K.
IAM Advisory first reported a position in Upstart Holdings in Q4 2021 and held it in 2 quarters.
IAM Advisory's Upstart Holdings position peaked at $417K in Q1 2022.
347 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on IAM Advisory's 13F filing for Q2 2022, filed 12 Jul 2022.