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Redwood Wealth Management Group’s Upstart Holdings UPST Stock Holding History

Redwood Wealth Management 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
Q3 		– Sell
-50
Closed -$1.18K – 1039
2024
Q2 		$1.18K Buy
+50
New +$1.21K ﹤0.01% 974

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

Redwood Wealth Management Group's UPST Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Upstart Holdings (UPST) in Q3 2024, closing a stake of 50 shares — an estimated $1.18K sold.

Redwood Wealth Management Group first reported a position in UPST in Q2 2024 and held it in 1 quarter. The position peaked at $1.18K in Q2 2024. 349 funds tracked by Wall St. Rank hold UPST as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Upstart Holdings position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 50 Upstart Holdings shares in Q3 2024, an estimated $1.18K.
  • Redwood Wealth Management Group first reported a position in Upstart Holdings in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Upstart Holdings position peaked at $1.18K in Q2 2024.
  • 349 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.