SOA Wealth Advisors’s Upstart Holdings UPST Stock Holding History

SOA Wealth Advisors’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 Q4	–	Sell	-40	Closed	–	–	1012
2022 Q3	$0	Hold	40	–	–	﹤0.01%	999
2022 Q2	$1K	Sell	40 -85	-68%	-$5.06K	﹤0.01%	790
2022 Q1	$13K	Buy	+125	New	+$14.4K	﹤0.01%	540
2021 Q4	–	Sell	-320	Closed	-$101K	–	995
2021 Q3	$101K	Buy	320 +45	+16%	+$8.88K	0.03%	216
2021 Q2	$34K	Buy	+275	New	+$33.8K	0.01%	369

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

SOA Wealth Advisors's UPST Position: Q4 2022 in Review

SOA Wealth Advisors sold out of Upstart Holdings (UPST) in Q4 2022, closing a stake of 40 shares.

SOA Wealth Advisors first reported a position in UPST in Q2 2021 and held it in 5 quarters. The position peaked at $101K in Q3 2021. 266 funds tracked by Wall St. Rank hold UPST as of Q4 2022.

SOA Wealth Advisors reported no remaining Upstart Holdings position as of Q4 2022 after selling out during the quarter.
SOA Wealth Advisors sold 40 Upstart Holdings shares in Q4 2022.
SOA Wealth Advisors first reported a position in Upstart Holdings in Q2 2021 and held it in 5 quarters.
SOA Wealth Advisors's Upstart Holdings position peaked at $101K in Q3 2021.
266 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2022.

Based on SOA Wealth Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.