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Regal Investment Advisors’s Upstart Holdings UPST Stock Holding History

Regal Investment 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
2023
Q2 		– Sell
-21,505
Closed -$342K – 547
2023
Q1 		$342K Buy
+21,505
New +$362K 0.03% 360

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 $210B AUM 57.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Regal Investment Advisors's UPST Position: Q2 2023 in Review

Regal Investment Advisors sold out of Upstart Holdings (UPST) in Q2 2023, closing a stake of 21,505 shares — an estimated $342K sold.

Regal Investment Advisors first reported a position in UPST in Q1 2023 and held it in 1 quarter. The position peaked at $342K in Q1 2023. 303 funds tracked by Wall St. Rank hold UPST as of Q2 2023.

  • Regal Investment Advisors reported no remaining Upstart Holdings position as of Q2 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 21,505 Upstart Holdings shares in Q2 2023, an estimated $342K.
  • Regal Investment Advisors first reported a position in Upstart Holdings in Q1 2023 and held it in 1 quarter.
  • Regal Investment Advisors's Upstart Holdings position peaked at $342K in Q1 2023.
  • 303 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2023.

Based on Regal Investment Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.