Koshinski Asset Management
UPST icon

Koshinski Asset Management’s Upstart Holdings UPST Stock Holding History

Koshinski Asset 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
2022
Q2 		– Sell
-95
Closed -$10.4K – 1893
2022
Q1 		$10.4K Hold
95
– – ﹤0.01% 1606
2021
Q4 		$14.4K Hold
95
– – ﹤0.01% 1531
2021
Q3 		$30.1K Buy
+95
New +$18.7K ﹤0.01% 1305

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VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
BlackRock
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Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koshinski Asset Management's UPST Position: Q2 2022 in Review

Koshinski Asset Management sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 95 shares — an estimated $10.4K sold.

Koshinski Asset Management first reported a position in UPST in Q3 2021 and held it in 3 quarters. The position peaked at $30.1K in Q3 2021. 346 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

  • Koshinski Asset Management reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 95 Upstart Holdings shares in Q2 2022, an estimated $10.4K.
  • Koshinski Asset Management first reported a position in Upstart Holdings in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Upstart Holdings position peaked at $30.1K in Q3 2021.
  • 346 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.