Laurel Wealth Advisors (North Carolina)’s Upstart Holdings UPST Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q3	–	Sell	-20	Closed	-$1K	–	608
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	615
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	605
2021 Q4	$3K	Buy	+20	New	+$5K	﹤0.01%	557

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Laurel Wealth Advisors (North Carolina)'s UPST Position: Q3 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of Upstart Holdings (UPST) in Q3 2022, closing a stake of 20 shares — an estimated $1K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in UPST in Q4 2021 and held it in 3 quarters. The position peaked at $3K in Q4 2021. 305 funds tracked by Wall St. Rank hold UPST as of Q3 2022.

Laurel Wealth Advisors (North Carolina) reported no remaining Upstart Holdings position as of Q3 2022 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 20 Upstart Holdings shares in Q3 2022, an estimated $1K.
Laurel Wealth Advisors (North Carolina) first reported a position in Upstart Holdings in Q4 2021 and held it in 3 quarters.
Laurel Wealth Advisors (North Carolina)'s Upstart Holdings position peaked at $3K in Q4 2021.
305 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2022, filed 15 Nov 2022.