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Pathway Financial Advisers’s Upstart Holdings UPST Stock Holding History

Pathway Financial Advisers’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
Q2 		– Sell
-2
Closed -$53 – 457
2024
Q1 		$53 Hold
2
– – ﹤0.01% 447
2023
Q4 		$82 Hold
2
– – ﹤0.01% 464
2023
Q3 		$57 Buy
+2
New +$80 ﹤0.01% 477
2023
Q1 		$32 Hold
2
– – ﹤0.01% 492
2022
Q4 		$26 Buy
+2
New +$39 ﹤0.01% 560

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Pathway Financial Advisers's UPST Position: Q2 2024 in Review

Pathway Financial Advisers sold out of Upstart Holdings (UPST) in Q2 2024, closing a stake of 2 shares — an estimated $53 sold.

Pathway Financial Advisers first reported a position in UPST in Q4 2022 and held it in 5 quarters. The position peaked at $82 in Q4 2023. 275 funds tracked by Wall St. Rank hold UPST as of Q2 2024.

  • Pathway Financial Advisers reported no remaining Upstart Holdings position as of Q2 2024 after selling out during the quarter.
  • Pathway Financial Advisers sold 2 Upstart Holdings shares in Q2 2024, an estimated $53.
  • Pathway Financial Advisers first reported a position in Upstart Holdings in Q4 2022 and held it in 5 quarters.
  • Pathway Financial Advisers's Upstart Holdings position peaked at $82 in Q4 2023.
  • 275 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2024.

Based on Pathway Financial Advisers's 13F filing for Q2 2024, filed 20 Aug 2024.