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Impact Partnership Wealth’s Upstart Holdings UPST Stock Holding History

Impact Partnership Wealth’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 		– Sell
-1
Closed -$15 – 651
2024
Q1 		$15 Hold
1
– – ﹤0.01% 696
2023
Q4 		$22 Hold
1
– – ﹤0.01% 832
2023
Q3 		$16 Buy
+1
New +$40 ﹤0.01% 983

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Impact Partnership Wealth's UPST Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Upstart Holdings (UPST) in Q2 2024, closing a stake of 1 share — an estimated $15 sold.

Impact Partnership Wealth first reported a position in UPST in Q3 2023 and held it in 3 quarters. The position peaked at $22 in Q4 2023. 275 funds tracked by Wall St. Rank hold UPST as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Upstart Holdings position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 1 Upstart Holdings share in Q2 2024, an estimated $15.
  • Impact Partnership Wealth first reported a position in Upstart Holdings in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Upstart Holdings position peaked at $22 in Q4 2023.
  • 275 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.