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IPG Investment Advisors’s Upstart Holdings UPST Stock Holding History

IPG Investment 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
2024
Q4 		– Sell
-5,000
Closed -$200K – 209
2024
Q3 		$200K Buy
+5,000
New +$166K 0.04% 162
2024
Q1 		– Sell
-6,775
Closed -$277K – 220
2023
Q4 		$277K Buy
+6,775
New +$206K 0.06% 152
2023
Q3 		– Sell
-15,000
Closed -$537K – 186
2023
Q2 		$537K Buy
+15,000
New +$345K 0.12% 101
2022
Q4 		– Sell
-10,000
Closed -$208K – 158
2022
Q3 		$208K Buy
+10,000
New +$269K 0.06% 116

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

IPG Investment Advisors's UPST Position: Q4 2024 in Review

IPG Investment Advisors sold out of Upstart Holdings (UPST) in Q4 2024, closing a stake of 5,000 shares — an estimated $200K sold.

IPG Investment Advisors first reported a position in UPST in Q3 2022 and held it in 4 quarters. The position peaked at $537K in Q2 2023. 391 funds tracked by Wall St. Rank hold UPST as of Q4 2024.

  • IPG Investment Advisors reported no remaining Upstart Holdings position as of Q4 2024 after selling out during the quarter.
  • IPG Investment Advisors sold 5,000 Upstart Holdings shares in Q4 2024, an estimated $200K.
  • IPG Investment Advisors first reported a position in Upstart Holdings in Q3 2022 and held it in 4 quarters.
  • IPG Investment Advisors's Upstart Holdings position peaked at $537K in Q2 2023.
  • 391 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2024.

Based on IPG Investment Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.