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Money Concepts Capital’s Upstart Holdings UPST Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-3,570
Closed -$47.2K – 2758
2022
Q4 		$47.2K Buy
3,570
+560
+19% +$10.8K ﹤0.01% 1272
2022
Q3 		$63K Buy
3,010
+2,927
+3,527% +$78.7K ﹤0.01% 676
2022
Q2 		$3K Sell
83
-161
-66% -$9.59K ﹤0.01% 1288
2022
Q1 		$27K Buy
+244
New +$28.1K ﹤0.01% 1482

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Money Concepts Capital's UPST Position: Q1 2023 in Review

Money Concepts Capital sold out of Upstart Holdings (UPST) in Q1 2023, closing a stake of 3,570 shares — an estimated $47.2K sold.

Money Concepts Capital first reported a position in UPST in Q1 2022 and held it in 4 quarters. The position peaked at $63K in Q3 2022. 265 funds tracked by Wall St. Rank hold UPST as of Q1 2023.

  • Money Concepts Capital reported no remaining Upstart Holdings position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 3,570 Upstart Holdings shares in Q1 2023, an estimated $47.2K.
  • Money Concepts Capital first reported a position in Upstart Holdings in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Upstart Holdings position peaked at $63K in Q3 2022.
  • 265 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.