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Raymond James & Associates’s Upstart Holdings UPST Stock Holding History

Raymond James & Associates’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
Q3 		$269K Buy
+6,727
New +$224K ﹤0.01% 3459
2024
Q1 		– Sell
-20,895
Closed -$854K – 4043
2023
Q4 		$854K Buy
+20,895
New +$636K ﹤0.01% 2613
2023
Q3 		– Sell
-8,171
Closed -$293K – 3943
2023
Q2 		$293K Sell
8,171
-3,469
-30% -$79.8K ﹤0.01% 3273
2023
Q1 		$185K Sell
11,640
-930
-7% -$15.6K ﹤0.01% 3513
2022
Q4 		$166K Sell
12,570
-108,113
-90% -$2.09M ﹤0.01% 3514
2022
Q3 		$2.51M Buy
120,683
+34,818
+41% +$936K ﹤0.01% 1829
2022
Q2 		$2.71M Buy
85,865
+34,810
+68% +$2.07M ﹤0.01% 1804
2022
Q1 		$5.57M Buy
51,055
+14,021
+38% +$1.62M ﹤0.01% 1433
2021
Q4 		$5.6M Buy
37,034
+15,976
+76% +$3.99M ﹤0.01% 1475
2021
Q3 		$6.66M Buy
21,058
+6,894
+49% +$1.36M 0.01% 1309
2021
Q2 		$1.77M Buy
14,164
+6,602
+87% +$812K ﹤0.01% 2181
2021
Q1 		$974K Buy
+7,562
New +$580K ﹤0.01% 2536

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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Raymond James & Associates's UPST Position: Q3 2024 in Review

Raymond James & Associates opened a new position in Upstart Holdings (UPST) in Q3 2024: 6,727 shares worth $269K. The stake represents ﹤0.01% of the portfolio and ranks #3459 among its holdings. This is a return to the name: Raymond James & Associates previously reported a position in UPST as recently as Q4 2023.

Raymond James & Associates first reported a position in UPST in Q1 2021 and has held it in 12 quarters since. The position peaked at $6.66M in Q3 2021. 349 funds tracked by Wall St. Rank hold UPST as of Q3 2024.

  • Raymond James & Associates held 6,727 shares of Upstart Holdings worth $269K as of Q3 2024.
  • Upstart Holdings was a new Raymond James & Associates position in Q3 2024.
  • Upstart Holdings made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3459 holding.
  • Raymond James & Associates first reported a position in Upstart Holdings in Q1 2021 and has held it in 12 quarters since.
  • Raymond James & Associates's Upstart Holdings position peaked at $6.66M in Q3 2021.
  • 349 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.