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Legacy Advisors’s Upstart Holdings UPST Stock Holding History

Legacy 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
2022
Q1 		– Sell
-1,710
Closed -$259K – 223
2021
Q4 		$259K Hold
1,710
– – 0.1% 107
2021
Q3 		$541K Hold
1,710
– – 0.22% 68
2021
Q2 		$214K Buy
+1,710
New +$210K 0.09% 118

Other funds holding UPST

VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Legacy Advisors's UPST Position: Q1 2022 in Review

Legacy Advisors sold out of Upstart Holdings (UPST) in Q1 2022, closing a stake of 1,710 shares — an estimated $259K sold.

Legacy Advisors first reported a position in UPST in Q2 2021 and held it in 3 quarters. The position peaked at $541K in Q3 2021. 495 funds tracked by Wall St. Rank hold UPST as of Q1 2022.

  • Legacy Advisors reported no remaining Upstart Holdings position as of Q1 2022 after selling out during the quarter.
  • Legacy Advisors sold 1,710 Upstart Holdings shares in Q1 2022, an estimated $259K.
  • Legacy Advisors first reported a position in Upstart Holdings in Q2 2021 and held it in 3 quarters.
  • Legacy Advisors's Upstart Holdings position peaked at $541K in Q3 2021.
  • 495 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2022.

Based on Legacy Advisors's 13F filing for Q1 2022, filed 11 May 2022.