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Tradewinds Capital Management’s Upstart Holdings UPST Stock Holding History

Tradewinds Capital 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
2023
Q4 		– Sell
-50
Closed -$1.43K – 527
2023
Q3 		$1.43K Hold
50
– – ﹤0.01% 365
2023
Q2 		$1.79K Hold
50
– – ﹤0.01% 339
2023
Q1 		$795 Hold
50
– – ﹤0.01% 396
2022
Q4 		$661 Hold
50
– – ﹤0.01% 437
2022
Q3 		$1K Hold
50
– – ﹤0.01% 403
2022
Q2 		$2K Sell
50
-7
-12% -$417 ﹤0.01% 358
2022
Q1 		$6K Hold
57
– – ﹤0.01% 552
2021
Q4 		$9K Buy
57
+50
+714% +$12.5K ﹤0.01% 513
2021
Q3 		$2K Buy
+7
New +$1.38K ﹤0.01% 675

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Tradewinds Capital Management's UPST Position: Q4 2023 in Review

Tradewinds Capital Management sold out of Upstart Holdings (UPST) in Q4 2023, closing a stake of 50 shares — an estimated $1.43K sold.

Tradewinds Capital Management first reported a position in UPST in Q3 2021 and held it in 9 quarters. The position peaked at $9K in Q4 2021. 334 funds tracked by Wall St. Rank hold UPST as of Q4 2023.

  • Tradewinds Capital Management reported no remaining Upstart Holdings position as of Q4 2023 after selling out during the quarter.
  • Tradewinds Capital Management sold 50 Upstart Holdings shares in Q4 2023, an estimated $1.43K.
  • Tradewinds Capital Management first reported a position in Upstart Holdings in Q3 2021 and held it in 9 quarters.
  • Tradewinds Capital Management's Upstart Holdings position peaked at $9K in Q4 2021.
  • 334 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2023.

Based on Tradewinds Capital Management's 13F filing for Q4 2023, filed 1 Feb 2024.