One Wealth Advisors’s Upstart Holdings UPST Stock Holding History

One 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
2023 Q1	–	Sell	-1,000	Closed	-$13.2K	–	574
2022 Q4	$13.2K	Buy	+1,000	New	+$19.3K	﹤0.01%	591
2021 Q4	–	Sell	-1,000	Closed	-$316K	–	214
2021 Q3	$316K	Sell	1,000 -65,000	-98%	-$12.8M	0.09%	139
2021 Q2	$8.24M	Buy	+66,000	New	+$8.12M	2.61%	12

Other funds holding UPST

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

One Wealth Advisors's UPST Position: Q1 2023 in Review

One Wealth Advisors sold out of Upstart Holdings (UPST) in Q1 2023, closing a stake of 1,000 shares — an estimated $13.2K sold.

One Wealth Advisors first reported a position in UPST in Q2 2021 and held it in 3 quarters. The position peaked at $8.24M in Q2 2021. 266 funds tracked by Wall St. Rank hold UPST as of Q1 2023.

One Wealth Advisors reported no remaining Upstart Holdings position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 1,000 Upstart Holdings shares in Q1 2023, an estimated $13.2K.
One Wealth Advisors first reported a position in Upstart Holdings in Q2 2021 and held it in 3 quarters.
One Wealth Advisors's Upstart Holdings position peaked at $8.24M in Q2 2021.
266 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.