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Independent Solutions Wealth Management’s Upstart Holdings UPST Stock Holding History

Independent Solutions 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
2022
Q2 		– Sell
-5,498
Closed -$600K – 249
2022
Q1 		$600K Sell
5,498
-118
-2% -$13.6K 0.14% 122
2021
Q4 		$850K Buy
5,616
+177
+3% +$44.2K 0.2% 103
2021
Q3 		$1.72M Buy
+5,439
New +$1.07M 0.43% 57

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independent Solutions Wealth Management's UPST Position: Q2 2022 in Review

Independent Solutions Wealth Management sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 5,498 shares — an estimated $600K sold.

Independent Solutions Wealth Management first reported a position in UPST in Q3 2021 and held it in 3 quarters. The position peaked at $1.72M in Q3 2021. 346 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

  • Independent Solutions Wealth Management reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 5,498 Upstart Holdings shares in Q2 2022, an estimated $600K.
  • Independent Solutions Wealth Management first reported a position in Upstart Holdings in Q3 2021 and held it in 3 quarters.
  • Independent Solutions Wealth Management's Upstart Holdings position peaked at $1.72M in Q3 2021.
  • 346 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2022, filed 19 Dec 2024.