V Wealth Advisors’s Upstart Holdings UPST Stock Holding History

V Wealth 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
2023 Q3	–	Sell	-6,742	Closed	-$241K	–	350
2023 Q2	$241K	Buy	+6,742	New	+$155K	0.04%	327

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

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

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

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

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

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

V Wealth Advisors's UPST Position: Q3 2023 in Review

V Wealth Advisors sold out of Upstart Holdings (UPST) in Q3 2023, closing a stake of 6,742 shares — an estimated $241K sold.

V Wealth Advisors first reported a position in UPST in Q2 2023 and held it in 1 quarter. The position peaked at $241K in Q2 2023. 291 funds tracked by Wall St. Rank hold UPST as of Q3 2023.

V Wealth Advisors reported no remaining Upstart Holdings position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 6,742 Upstart Holdings shares in Q3 2023, an estimated $241K.
V Wealth Advisors first reported a position in Upstart Holdings in Q2 2023 and held it in 1 quarter.
V Wealth Advisors's Upstart Holdings position peaked at $241K in Q2 2023.
291 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.