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Sowell Financial Services’s Upstart Holdings UPST Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-80
Closed -$7K – 2603
2021
Q1 		$7K Buy
+80
New +$6.13K ﹤0.01% 2485

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VS
VK Services Menlo Park, California $1.01M AUM 157.81% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Sowell Financial Services's UPST Position: Q2 2021 in Review

Sowell Financial Services sold out of Upstart Holdings (UPST) in Q2 2021, closing a stake of 80 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in UPST in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 254 funds tracked by Wall St. Rank hold UPST as of Q2 2021.

  • Sowell Financial Services reported no remaining Upstart Holdings position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 80 Upstart Holdings shares in Q2 2021, an estimated $7K.
  • Sowell Financial Services first reported a position in Upstart Holdings in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Upstart Holdings position peaked at $7K in Q1 2021.
  • 254 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.