Lake Point Wealth Management’s Upstart Holdings UPST Stock Holding History

Lake Point 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
2022 Q2	$1K	Hold	35	–	–	﹤0.01%	418
2022 Q1	$4K	Hold	35	–	–	﹤0.01%	279
2021 Q4	$5K	Buy	35 +15	+75%	+$3.75K	﹤0.01%	262
2021 Q3	$6K	Hold	20	–	–	﹤0.01%	230
2021 Q2	$2K	Buy	+20	New	+$2.46K	﹤0.01%	350

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Lake Point Wealth Management's UPST Position: Q2 2022 in Review

Lake Point Wealth Management held its Upstart Holdings (UPST) position steady in Q2 2022 at 35 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Lake Point Wealth Management first reported a position in UPST in Q2 2021 and has held it in 5 quarters since. The position peaked at $6K in Q3 2021. 346 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

Lake Point Wealth Management held 35 shares of Upstart Holdings worth $1K as of Q2 2022.
Lake Point Wealth Management left its Upstart Holdings share count unchanged in Q2 2022.
Upstart Holdings made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #418 holding.
Lake Point Wealth Management first reported a position in Upstart Holdings in Q2 2021 and has held it in 5 quarters since.
Lake Point Wealth Management's Upstart Holdings position peaked at $6K in Q3 2021.
346 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.