Level Four Advisory Services’s Upstart Holdings UPST Stock Holding History

Level Four Advisory Services’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
2024 Q2	–	Sell	-25,763	Closed	-$1.05M	–	894
2024 Q1	$1.05M	Hold	25,763	–	–	0.06%	289
2023 Q4	$1.05M	Sell	25,763 -9,362	-27%	-$285K	0.06%	288
2023 Q3	$1M	Sell	35,125 -120	-0.3%	-$4.82K	0.06%	277
2023 Q2	$1.26M	Buy	+35,245	New	+$811K	0.08%	251
2022 Q2	–	Sell	-7,856	Closed	-$857K	–	661
2022 Q1	$857K	Buy	7,856 +4,150	+112%	+$478K	0.07%	271
2021 Q4	$561K	Buy	+3,706	New	+$926K	0.04%	358

Other funds holding UPST

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Level Four Advisory Services's UPST Position: Q2 2024 in Review

Level Four Advisory Services sold out of Upstart Holdings (UPST) in Q2 2024, closing a stake of 25,763 shares — an estimated $1.05M sold.

Level Four Advisory Services first reported a position in UPST in Q4 2021 and held it in 6 quarters. The position peaked at $1.26M in Q2 2023. 275 funds tracked by Wall St. Rank hold UPST as of Q2 2024.

Level Four Advisory Services reported no remaining Upstart Holdings position as of Q2 2024 after selling out during the quarter.
Level Four Advisory Services sold 25,763 Upstart Holdings shares in Q2 2024, an estimated $1.05M.
Level Four Advisory Services first reported a position in Upstart Holdings in Q4 2021 and held it in 6 quarters.
Level Four Advisory Services's Upstart Holdings position peaked at $1.26M in Q2 2023.
275 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2024.

Based on Level Four Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.