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NWAM LLC’s Upstart Holdings UPST Stock Holding History

NWAM LLC’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
-5,340
Closed -$218K – 606
2023
Q4 		$218K Buy
+5,340
New +$163K 0.02% 509
2022
Q2 		– Sell
-3,527
Closed -$385K – 554
2022
Q1 		$385K Sell
3,527
-792
-18% -$91.3K 0.03% 366
2021
Q4 		$653K Buy
4,319
+604
+16% +$151K 0.05% 279
2021
Q3 		$1.18M Buy
+3,715
New +$733K 0.11% 200

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

NWAM LLC's UPST Position: Q1 2024 in Review

NWAM LLC sold out of Upstart Holdings (UPST) in Q1 2024, closing a stake of 5,340 shares — an estimated $218K sold.

NWAM LLC first reported a position in UPST in Q3 2021 and held it in 4 quarters. The position peaked at $1.18M in Q3 2021. 279 funds tracked by Wall St. Rank hold UPST as of Q1 2024.

  • NWAM LLC reported no remaining Upstart Holdings position as of Q1 2024 after selling out during the quarter.
  • NWAM LLC sold 5,340 Upstart Holdings shares in Q1 2024, an estimated $218K.
  • NWAM LLC first reported a position in Upstart Holdings in Q3 2021 and held it in 4 quarters.
  • NWAM LLC's Upstart Holdings position peaked at $1.18M in Q3 2021.
  • 279 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2024.

Based on NWAM LLC's 13F filing for Q1 2024, filed 9 May 2024.