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Raymond James Financial Services Advisors’s Upstart Holdings UPST Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$3.46M Sell
86,359
-9,358
-10% -$311K ﹤0.01% 1435
2024
Q2 		$2.26M Buy
95,717
+24,869
+35% +$600K ﹤0.01% 1592
2024
Q1 		$1.91M Sell
70,848
-16,232
-19% -$480K ﹤0.01% 1661
2023
Q4 		$3.56M Buy
87,080
+7,145
+9% +$218K 0.01% 1275
2023
Q3 		$2.28M Buy
79,935
+30,708
+62% +$1.23M ﹤0.01% 1432
2023
Q2 		$1.76M Buy
49,227
+11,713
+31% +$269K ﹤0.01% 1574
2023
Q1 		$596K Buy
37,514
+9,262
+33% +$156K ﹤0.01% 2227
2022
Q4 		$373K Sell
28,252
-8,953
-24% -$173K ﹤0.01% 2438
2022
Q3 		$773K Buy
37,205
+6,215
+20% +$167K ﹤0.01% 1983
2022
Q2 		$980K Buy
30,990
+11,007
+55% +$656K ﹤0.01% 1847
2022
Q1 		$2.18M Buy
19,983
+8,003
+67% +$922K ﹤0.01% 1432
2021
Q4 		$1.81M Buy
11,980
+1,096
+10% +$274K ﹤0.01% 1603
2021
Q3 		$3.44M Buy
10,884
+6,923
+175% +$1.37M 0.01% 1172
2021
Q2 		$495K Buy
+3,961
New +$487K ﹤0.01% 2378

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 Financial Services Advisors's UPST Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Upstart Holdings (UPST) stake by 9.8% in Q3 2024, selling an estimated $311K and leaving 86,359 shares worth $3.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

Raymond James Financial Services Advisors first reported a position in UPST in Q2 2021 and has held it in 14 quarters since. The position peaked at $3.56M in Q4 2023. 349 funds tracked by Wall St. Rank hold UPST as of Q3 2024.

  • Raymond James Financial Services Advisors held 86,359 shares of Upstart Holdings worth $3.46M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 9,358 Upstart Holdings shares in Q3 2024, an estimated $311K.
  • Upstart Holdings made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1435 holding.
  • Raymond James Financial Services Advisors first reported a position in Upstart Holdings in Q2 2021 and has held it in 14 quarters since.
  • Raymond James Financial Services Advisors's Upstart Holdings position peaked at $3.56M in Q4 2023.
  • 349 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.