Sigma Planning Corp’s Upstart Holdings UPST Stock Holding History

Sigma Planning Corp’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	-11,296	Closed	-$357K	–	1346
2022 Q2	$357K	Buy	11,296 +7,392	+189%	+$440K	0.01%	902
2022 Q1	$426K	Buy	3,904 +1,502	+63%	+$173K	0.01%	905
2021 Q4	$363K	Sell	2,402 -1,585	-40%	-$396K	0.01%	992
2021 Q3	$1.26M	Buy	3,987 +371	+10%	+$73.2K	0.04%	465
2021 Q2	$452K	Buy	+3,616	New	+$445K	0.01%	878

Other funds holding UPST

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Sigma Planning Corp's UPST Position: Q3 2022 in Review

Sigma Planning Corp sold out of Upstart Holdings (UPST) in Q3 2022, closing a stake of 11,296 shares — an estimated $357K sold.

Sigma Planning Corp first reported a position in UPST in Q2 2021 and held it in 5 quarters. The position peaked at $1.26M in Q3 2021. 305 funds tracked by Wall St. Rank hold UPST as of Q3 2022.

Sigma Planning Corp reported no remaining Upstart Holdings position as of Q3 2022 after selling out during the quarter.
Sigma Planning Corp sold 11,296 Upstart Holdings shares in Q3 2022, an estimated $357K.
Sigma Planning Corp first reported a position in Upstart Holdings in Q2 2021 and held it in 5 quarters.
Sigma Planning Corp's Upstart Holdings position peaked at $1.26M in Q3 2021.
305 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2022.

Based on Sigma Planning Corp's 13F filing for Q3 2022, filed 10 Nov 2022.