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Ritter Daniher Financial Advisory’s Upstart Holdings UPST Stock Holding History

Ritter Daniher Financial Advisory’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
Q1 		– Sell
-7
Closed -$93 – 318
2022
Q4 		$93 Buy
+7
New +$135 ﹤0.01% 294

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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ritter Daniher Financial Advisory's UPST Position: Q1 2023 in Review

Ritter Daniher Financial Advisory sold out of Upstart Holdings (UPST) in Q1 2023, closing a stake of 7 shares — an estimated $93 sold.

Ritter Daniher Financial Advisory first reported a position in UPST in Q4 2022 and held it in 1 quarter. The position peaked at $93 in Q4 2022. 265 funds tracked by Wall St. Rank hold UPST as of Q1 2023.

  • Ritter Daniher Financial Advisory reported no remaining Upstart Holdings position as of Q1 2023 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 7 Upstart Holdings shares in Q1 2023, an estimated $93.
  • Ritter Daniher Financial Advisory first reported a position in Upstart Holdings in Q4 2022 and held it in 1 quarter.
  • Ritter Daniher Financial Advisory's Upstart Holdings position peaked at $93 in Q4 2022.
  • 265 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2023.

Based on Ritter Daniher Financial Advisory's 13F filing for Q1 2023, filed 11 May 2023.