Janiczek Wealth Management’s Upstart Holdings UPST Stock Holding History

Janiczek 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 Q4	–	Sell	-25	Closed	-$714	–	1173
2023 Q3	$714	Hold	25	–	–	﹤0.01%	946
2023 Q2	$896	Hold	25	–	–	﹤0.01%	855
2023 Q1	$385	Hold	25	–	–	﹤0.01%	929
2022 Q4	$430	Sell	25 -5	-17%	-$97	﹤0.01%	923
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	881
2022 Q2	$1K	Buy	30 +25	+500%	+$1.49K	﹤0.01%	914
2022 Q1	$1K	Sell	5 -300	-98%	-$34.6K	﹤0.01%	907
2021 Q4	$46K	Buy	+305	New	+$76.2K	0.01%	323

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

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

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

Jane Street New York $777B AUM 61.18% 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

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

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

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

Janiczek Wealth Management's UPST Position: Q4 2023 in Review

Janiczek Wealth Management sold out of Upstart Holdings (UPST) in Q4 2023, closing a stake of 25 shares — an estimated $714 sold.

Janiczek Wealth Management first reported a position in UPST in Q4 2021 and held it in 8 quarters. The position peaked at $46K in Q4 2021. 334 funds tracked by Wall St. Rank hold UPST as of Q4 2023.

Janiczek Wealth Management reported no remaining Upstart Holdings position as of Q4 2023 after selling out during the quarter.
Janiczek Wealth Management sold 25 Upstart Holdings shares in Q4 2023, an estimated $714.
Janiczek Wealth Management first reported a position in Upstart Holdings in Q4 2021 and held it in 8 quarters.
Janiczek Wealth Management's Upstart Holdings position peaked at $46K in Q4 2021.
334 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2023.

Based on Janiczek Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.