TFO Wealth Partners’s Upstart Holdings UPST Stock Holding History

TFO Wealth Partners’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
2023 Q4	–	Sell	-6	Closed	-$215	–	1089
2023 Q3	$215	Buy	+6	New	+$241	﹤0.01%	777
2021 Q2	–	Sell	-150	Closed	-$19K	–	184
2021 Q1	$19K	Buy	+150	New	+$11.5K	0.01%	110

Other funds holding UPST

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TFO Wealth Partners's UPST Position: Q4 2023 in Review

TFO Wealth Partners sold out of Upstart Holdings (UPST) in Q4 2023, closing a stake of 6 shares — an estimated $215 sold.

TFO Wealth Partners first reported a position in UPST in Q1 2021 and held it in 2 quarters. The position peaked at $19K in Q1 2021. 334 funds tracked by Wall St. Rank hold UPST as of Q4 2023.

TFO Wealth Partners reported no remaining Upstart Holdings position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 6 Upstart Holdings shares in Q4 2023, an estimated $215.
TFO Wealth Partners first reported a position in Upstart Holdings in Q1 2021 and held it in 2 quarters.
TFO Wealth Partners's Upstart Holdings position peaked at $19K in Q1 2021.
334 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.