Lenox Wealth Advisors’s Upstart Holdings UPST Stock Holding History

Lenox 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
2022 Q1	–	Sell	-5	Closed	-$1K	–	995
2021 Q4	$1K	Buy	+5	New	+$1.25K	﹤0.01%	920

Other funds holding UPST

VVP

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

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Lenox Wealth Advisors's UPST Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Upstart Holdings (UPST) in Q1 2022, closing a stake of 5 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in UPST in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 495 funds tracked by Wall St. Rank hold UPST as of Q1 2022.

Lenox Wealth Advisors reported no remaining Upstart Holdings position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 5 Upstart Holdings shares in Q1 2022, an estimated $1K.
Lenox Wealth Advisors first reported a position in Upstart Holdings in Q4 2021 and held it in 1 quarter.
Lenox Wealth Advisors's Upstart Holdings position peaked at $1K in Q4 2021.
495 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.