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National Wealth Management Group’s Upstart Holdings UPST Stock Holding History

National Wealth Management Group’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
Q1 		– Sell
-7,979
Closed -$326K – 158
2023
Q4 		$326K Buy
+7,979
New +$243K 0.32% 97

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

National Wealth Management Group's UPST Position: Q1 2024 in Review

National Wealth Management Group sold out of Upstart Holdings (UPST) in Q1 2024, closing a stake of 7,979 shares — an estimated $326K sold.

National Wealth Management Group first reported a position in UPST in Q4 2023 and held it in 1 quarter. The position peaked at $326K in Q4 2023. 279 funds tracked by Wall St. Rank hold UPST as of Q1 2024.

  • National Wealth Management Group reported no remaining Upstart Holdings position as of Q1 2024 after selling out during the quarter.
  • National Wealth Management Group sold 7,979 Upstart Holdings shares in Q1 2024, an estimated $326K.
  • National Wealth Management Group first reported a position in Upstart Holdings in Q4 2023 and held it in 1 quarter.
  • National Wealth Management Group's Upstart Holdings position peaked at $326K in Q4 2023.
  • 279 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2024.

Based on National Wealth Management Group's 13F filing for Q1 2024, filed 17 May 2024.