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SeaCrest Wealth Management’s Upstart Holdings UPST Stock Holding History

SeaCrest Wealth Management’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
2022
Q3 		– Sell
-512
Closed -$16K – 1466
2022
Q2 		$16K Buy
+512
New +$30.5K ﹤0.01% 1579

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

SeaCrest Wealth Management's UPST Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Upstart Holdings (UPST) in Q3 2022, closing a stake of 512 shares — an estimated $16K sold.

SeaCrest Wealth Management first reported a position in UPST in Q2 2022 and held it in 1 quarter. The position peaked at $16K in Q2 2022. 305 funds tracked by Wall St. Rank hold UPST as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Upstart Holdings position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 512 Upstart Holdings shares in Q3 2022, an estimated $16K.
  • SeaCrest Wealth Management first reported a position in Upstart Holdings in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's Upstart Holdings position peaked at $16K in Q2 2022.
  • 305 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.