Level Financial Advisors’s Upstart Holdings UPST Stock Holding History

Level Financial 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 Q3	–	Sell	-5	Closed	–	–	340
2022 Q2	$0	Buy	+5	New	+$298	﹤0.01%	349

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 $67.7B AUM 51.91% 1-Year Est. Return

Level Financial Advisors's UPST Position: Q3 2022 in Review

Level Financial Advisors sold out of Upstart Holdings (UPST) in Q3 2022, closing a stake of 5 shares.

Level Financial Advisors first reported a position in UPST in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 305 funds tracked by Wall St. Rank hold UPST as of Q3 2022.

Level Financial Advisors reported no remaining Upstart Holdings position as of Q3 2022 after selling out during the quarter.
Level Financial Advisors sold 5 Upstart Holdings shares in Q3 2022.
Level Financial Advisors first reported a position in Upstart Holdings in Q2 2022 and held it in 1 quarter.
Level Financial Advisors's Upstart Holdings position peaked at $0 in Q2 2022.
305 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2022.

Based on Level Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.