Iron Horse Wealth Management’s Upstart Holdings UPST Stock Holding History

Iron Horse 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
2023 Q3	–	Sell	-15	Closed	-$537	–	511
2023 Q2	$537	Hold	15	–	–	﹤0.01%	283
2023 Q1	$238	Hold	15	–	–	﹤0.01%	329
2022 Q4	$0	Buy	+15	New	+$290	﹤0.01%	280
2022 Q3	–	Sell	-15	Closed	–	–	281
2022 Q2	$0	Buy	+15	New	+$893	﹤0.01%	320

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

Iron Horse Wealth Management's UPST Position: Q3 2023 in Review

Iron Horse Wealth Management sold out of Upstart Holdings (UPST) in Q3 2023, closing a stake of 15 shares — an estimated $537 sold.

Iron Horse Wealth Management first reported a position in UPST in Q2 2022 and held it in 4 quarters. The position peaked at $537 in Q2 2023. 291 funds tracked by Wall St. Rank hold UPST as of Q3 2023.

Iron Horse Wealth Management reported no remaining Upstart Holdings position as of Q3 2023 after selling out during the quarter.
Iron Horse Wealth Management sold 15 Upstart Holdings shares in Q3 2023, an estimated $537.
Iron Horse Wealth Management first reported a position in Upstart Holdings in Q2 2022 and held it in 4 quarters.
Iron Horse Wealth Management's Upstart Holdings position peaked at $537 in Q2 2023.
291 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2023.

Based on Iron Horse Wealth Management's 13F filing for Q3 2023, filed 18 Oct 2023.