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Sugarloaf Wealth Management’s Upstart Holdings UPST Stock Holding History

Sugarloaf Wealth Management’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
-100
Closed -$5.96K – 834
2022
Q1 		$11K Hold
100
– – ﹤0.01% 487
2021
Q4 		$15K Sell
100
-25
-20% -$6.25K ﹤0.01% 469
2021
Q3 		$40K Buy
+125
New +$24.7K 0.01% 310

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Sugarloaf Wealth Management's UPST Position: Q2 2022 in Review

Sugarloaf Wealth Management sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 100 shares — an estimated $5.96K sold.

Sugarloaf Wealth Management first reported a position in UPST in Q3 2021 and held it in 3 quarters. The position peaked at $40K in Q3 2021. 346 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

  • Sugarloaf Wealth Management reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 100 Upstart Holdings shares in Q2 2022, an estimated $5.96K.
  • Sugarloaf Wealth Management first reported a position in Upstart Holdings in Q3 2021 and held it in 3 quarters.
  • Sugarloaf Wealth Management's Upstart Holdings position peaked at $40K in Q3 2021.
  • 346 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.