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Patriot Financial Group Insurance Agency’s Upstart Holdings UPST Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-23
Closed -$1K – 1858
2022
Q2 		$1K Sell
23
-6
-21% -$357 ﹤0.01% 1958
2022
Q1 		$3K Buy
29
+26
+867% +$3K ﹤0.01% 1803
2021
Q4 		$0 Buy
+3
New +$749 ﹤0.01% 2263

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Patriot Financial Group Insurance Agency's UPST Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Upstart Holdings (UPST) in Q3 2022, closing a stake of 23 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in UPST in Q4 2021 and held it in 3 quarters. The position peaked at $3K in Q1 2022. 306 funds tracked by Wall St. Rank hold UPST as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Upstart Holdings position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 23 Upstart Holdings shares in Q3 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Upstart Holdings in Q4 2021 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Upstart Holdings position peaked at $3K in Q1 2022.
  • 306 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.