Souders Financial Advisors’s Upstart Holdings UPST Stock Holding History

Souders Financial 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 Q2	–	Sell	-5,089	Closed	-$555K	–	151
2022 Q1	$555K	Buy	5,089 +290	+6%	+$33.4K	0.16%	102
2021 Q4	$726K	Buy	4,799 +478	+11%	+$119K	0.21%	90
2021 Q3	$1.37M	Buy	4,321 +169	+4%	+$33.3K	0.44%	59
2021 Q2	$519K	Buy	4,152 +190	+5%	+$23.4K	0.17%	98
2021 Q1	$511K	Buy	+3,962	New	+$304K	0.2%	84

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Souders Financial Advisors's UPST Position: Q2 2022 in Review

Souders Financial Advisors sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 5,089 shares — an estimated $555K sold.

Souders Financial Advisors first reported a position in UPST in Q1 2021 and held it in 5 quarters. The position peaked at $1.37M in Q3 2021. 346 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

Souders Financial Advisors reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
Souders Financial Advisors sold 5,089 Upstart Holdings shares in Q2 2022, an estimated $555K.
Souders Financial Advisors first reported a position in Upstart Holdings in Q1 2021 and held it in 5 quarters.
Souders Financial Advisors's Upstart Holdings position peaked at $1.37M in Q3 2021.
346 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on Souders Financial Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.