LifeSteps Financial’s Upstart Holdings UPST Stock Holding History

LifeSteps Financial’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	-27	Closed	-$726	–	388
2024 Q1	$726	Buy	+27	New	+$798	﹤0.01%	415

Other funds holding UPST

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

LifeSteps Financial's UPST Position: Q2 2024 in Review

LifeSteps Financial sold out of Upstart Holdings (UPST) in Q2 2024, closing a stake of 27 shares — an estimated $726 sold.

LifeSteps Financial first reported a position in UPST in Q1 2024 and held it in 1 quarter. The position peaked at $726 in Q1 2024. 275 funds tracked by Wall St. Rank hold UPST as of Q2 2024.

LifeSteps Financial reported no remaining Upstart Holdings position as of Q2 2024 after selling out during the quarter.
LifeSteps Financial sold 27 Upstart Holdings shares in Q2 2024, an estimated $726.
LifeSteps Financial first reported a position in Upstart Holdings in Q1 2024 and held it in 1 quarter.
LifeSteps Financial's Upstart Holdings position peaked at $726 in Q1 2024.
275 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2024.

Based on LifeSteps Financial's 13F filing for Q2 2024, filed 17 Jul 2024.