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Kingswood Wealth Advisors’s Upstart Holdings UPST Stock Holding History

Kingswood Wealth 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
Q1 		– Sell
-7,200
Closed -$294K – 698
2023
Q4 		$294K Buy
+7,200
New +$219K 0.03% 481

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kingswood Wealth Advisors's UPST Position: Q1 2024 in Review

Kingswood Wealth Advisors sold out of Upstart Holdings (UPST) in Q1 2024, closing a stake of 7,200 shares — an estimated $294K sold.

Kingswood Wealth Advisors first reported a position in UPST in Q4 2023 and held it in 1 quarter. The position peaked at $294K in Q4 2023. 279 funds tracked by Wall St. Rank hold UPST as of Q1 2024.

  • Kingswood Wealth Advisors reported no remaining Upstart Holdings position as of Q1 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 7,200 Upstart Holdings shares in Q1 2024, an estimated $294K.
  • Kingswood Wealth Advisors first reported a position in Upstart Holdings in Q4 2023 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Upstart Holdings position peaked at $294K in Q4 2023.
  • 279 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.