ICA Group Wealth Management’s Upstart Holdings UPST Stock Holding History

ICA Group Wealth Management’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 Q2	$2.12K	Sell	90 -1,446	-94%	-$34.9K	﹤0.01%	680
2024 Q1	$41.3K	Buy	1,536 +50	+3%	+$1.48K	0.01%	600
2023 Q4	$60.7K	Buy	+1,486	New	+$45.2K	0.01%	471
2023 Q3	–	Sell	-1,726	Closed	-$61.8K	–	1168
2023 Q2	$61.8K	Sell	1,726 -40	-2%	-$920	0.02%	451
2023 Q1	$28.1K	Hold	1,766	–	–	0.01%	594
2022 Q4	$23.3K	Buy	+1,766	New	+$34.1K	0.01%	661

Other funds holding UPST

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

ICA Group Wealth Management's UPST Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Upstart Holdings (UPST) stake by 94% in Q2 2024, selling an estimated $34.9K and leaving 90 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

ICA Group Wealth Management first reported a position in UPST in Q4 2022 and has held it in 6 quarters since. The position peaked at $61.8K in Q2 2023. 275 funds tracked by Wall St. Rank hold UPST as of Q2 2024.

ICA Group Wealth Management held 90 shares of Upstart Holdings worth $2.12K as of Q2 2024.
ICA Group Wealth Management sold 1,446 Upstart Holdings shares in Q2 2024, an estimated $34.9K.
Upstart Holdings made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #680 holding.
ICA Group Wealth Management first reported a position in Upstart Holdings in Q4 2022 and has held it in 6 quarters since.
ICA Group Wealth Management's Upstart Holdings position peaked at $61.8K in Q2 2023.
275 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.