MFA Wealth Advisors’s Upstart Holdings UPST Stock Holding History

MFA 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
2024 Q4	–	Sell	-300	Closed	-$12K	–	373
2024 Q3	$12K	Hold	300	–	–	﹤0.01%	312
2024 Q2	$7.08K	Buy	+300	New	+$7.24K	﹤0.01%	357

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

D.E. Shaw & Co New York $166B AUM 43.98% 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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

FAM

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

MFA Wealth Advisors's UPST Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Upstart Holdings (UPST) in Q4 2024, closing a stake of 300 shares — an estimated $12K sold.

MFA Wealth Advisors first reported a position in UPST in Q2 2024 and held it in 2 quarters. The position peaked at $12K in Q3 2024. 391 funds tracked by Wall St. Rank hold UPST as of Q4 2024.

MFA Wealth Advisors reported no remaining Upstart Holdings position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 300 Upstart Holdings shares in Q4 2024, an estimated $12K.
MFA Wealth Advisors first reported a position in Upstart Holdings in Q2 2024 and held it in 2 quarters.
MFA Wealth Advisors's Upstart Holdings position peaked at $12K in Q3 2024.
391 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.