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Johnson Financial Group LLC (Colorado)’s Upstart Holdings UPST Stock Holding History

Johnson Financial Group LLC (Colorado)’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
-8,000
Closed -$286K – 41
2023
Q2 		$286K Buy
+8,000
New +$184K 0.04% 32

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Johnson Financial Group LLC (Colorado)'s UPST Position: Q3 2023 in Review

Johnson Financial Group LLC (Colorado) sold out of Upstart Holdings (UPST) in Q3 2023, closing a stake of 8,000 shares — an estimated $286K sold.

Johnson Financial Group LLC (Colorado) first reported a position in UPST in Q2 2023 and held it in 1 quarter. The position peaked at $286K in Q2 2023. 291 funds tracked by Wall St. Rank hold UPST as of Q3 2023.

  • Johnson Financial Group LLC (Colorado) reported no remaining Upstart Holdings position as of Q3 2023 after selling out during the quarter.
  • Johnson Financial Group LLC (Colorado) sold 8,000 Upstart Holdings shares in Q3 2023, an estimated $286K.
  • Johnson Financial Group LLC (Colorado) first reported a position in Upstart Holdings in Q2 2023 and held it in 1 quarter.
  • Johnson Financial Group LLC (Colorado)'s Upstart Holdings position peaked at $286K in Q2 2023.
  • 291 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2023.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q3 2023, filed 7 Nov 2023.