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REAP Financial Group’s Upstart Holdings UPST Stock Holding History

REAP Financial Group’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
-20
Closed -$538 – 606
2024
Q1 		$538 Hold
20
– – ﹤0.01% 555
2023
Q4 		$817 Buy
+20
New +$609 ﹤0.01% 601

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

REAP Financial Group's UPST Position: Q2 2024 in Review

REAP Financial Group sold out of Upstart Holdings (UPST) in Q2 2024, closing a stake of 20 shares — an estimated $538 sold.

REAP Financial Group first reported a position in UPST in Q4 2023 and held it in 2 quarters. The position peaked at $817 in Q4 2023. 275 funds tracked by Wall St. Rank hold UPST as of Q2 2024.

  • REAP Financial Group reported no remaining Upstart Holdings position as of Q2 2024 after selling out during the quarter.
  • REAP Financial Group sold 20 Upstart Holdings shares in Q2 2024, an estimated $538.
  • REAP Financial Group first reported a position in Upstart Holdings in Q4 2023 and held it in 2 quarters.
  • REAP Financial Group's Upstart Holdings position peaked at $817 in Q4 2023.
  • 275 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2024.

Based on REAP Financial Group's 13F filing for Q2 2024, filed 27 Feb 2025.