Perigon Wealth Management’s Upstart Holdings UPST Stock Holding History

Perigon Wealth Management’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 Q4	–	Sell	-24,560	Closed	-$511K	–	722
2022 Q3	$511K	Buy	24,560 +11,200	+84%	+$301K	0.04%	330
2022 Q2	$422K	Buy	13,360 +3,892	+41%	+$232K	0.04%	354
2022 Q1	$1.03M	Buy	+9,468	New	+$1.09M	0.07%	226
2021 Q4	–	Sell	-633	Closed	-$200K	–	602
2021 Q3	$200K	Buy	+633	New	+$125K	0.02%	517

Other funds holding UPST

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Perigon Wealth Management's UPST Position: Q4 2022 in Review

Perigon Wealth Management sold out of Upstart Holdings (UPST) in Q4 2022, closing a stake of 24,560 shares — an estimated $511K sold.

Perigon Wealth Management first reported a position in UPST in Q3 2021 and held it in 4 quarters. The position peaked at $1.03M in Q1 2022. 266 funds tracked by Wall St. Rank hold UPST as of Q4 2022.

Perigon Wealth Management reported no remaining Upstart Holdings position as of Q4 2022 after selling out during the quarter.
Perigon Wealth Management sold 24,560 Upstart Holdings shares in Q4 2022, an estimated $511K.
Perigon Wealth Management first reported a position in Upstart Holdings in Q3 2021 and held it in 4 quarters.
Perigon Wealth Management's Upstart Holdings position peaked at $1.03M in Q1 2022.
266 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2022.

Based on Perigon Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.