Romano Brothers & Co’s Upstart Holdings UPST Stock Holding History

Romano Brothers & Co’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	-19	Closed	-$251	–	939
2022 Q4	$251	Buy	+19	New	+$367	﹤0.01%	1035

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Romano Brothers & Co's UPST Position: Q1 2023 in Review

Romano Brothers & Co sold out of Upstart Holdings (UPST) in Q1 2023, closing a stake of 19 shares — an estimated $251 sold.

Romano Brothers & Co first reported a position in UPST in Q4 2022 and held it in 1 quarter. The position peaked at $251 in Q4 2022. 265 funds tracked by Wall St. Rank hold UPST as of Q1 2023.

Romano Brothers & Co reported no remaining Upstart Holdings position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 19 Upstart Holdings shares in Q1 2023, an estimated $251.
Romano Brothers & Co first reported a position in Upstart Holdings in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's Upstart Holdings position peaked at $251 in Q4 2022.
265 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.