SSA
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Sierra Summit Advisors’s Upstart Holdings UPST Stock Holding History

Sierra Summit Advisors’s Portfolio UPST Stock Details UPST Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$991K Buy
+15,318
New +$991K 0.18% 79
2024
Q1 		– Sell
-6,664
Closed -$272K – 219
2023
Q4 		$272K Buy
+6,664
New +$272K 0.08% 147