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Valeo Financial Advisors’s Upstart Holdings UPST Stock Holding History

Valeo Financial 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
2024
Q1 		– Sell
-7,431
Closed -$304K – 712
2023
Q4 		$304K Sell
7,431
-4,951
-40% -$151K 0.01% 485
2023
Q3 		$353K Sell
12,382
-1,799
-13% -$72.3K 0.02% 416
2023
Q2 		$508K Sell
14,181
-20
-0.1% -$460 0.02% 318
2023
Q1 		$226K Buy
14,201
+1,310
+10% +$22K 0.01% 522
2022
Q4 		$170K Sell
12,891
-3,700
-22% -$71.5K 0.01% 494
2022
Q3 		$345K Buy
16,591
+1,717
+12% +$46.2K 0.02% 312
2022
Q2 		$470K Buy
14,874
+6,220
+72% +$370K 0.03% 262
2022
Q1 		$944K Buy
8,654
+4,180
+93% +$482K 0.05% 207
2021
Q4 		$677K Buy
4,474
+3,020
+208% +$754K 0.04% 246
2021
Q3 		$460K Buy
+1,454
New +$287K 0.03% 323
2021
Q2 		– Sell
-100
Closed -$13K – 1754
2021
Q1 		$13K Buy
+100
New +$7.67K ﹤0.01% 1297

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
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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Valeo Financial Advisors's UPST Position: Q1 2024 in Review

Valeo Financial Advisors sold out of Upstart Holdings (UPST) in Q1 2024, closing a stake of 7,431 shares — an estimated $304K sold.

Valeo Financial Advisors first reported a position in UPST in Q1 2021 and held it in 11 quarters. The position peaked at $944K in Q1 2022. 279 funds tracked by Wall St. Rank hold UPST as of Q1 2024.

  • Valeo Financial Advisors reported no remaining Upstart Holdings position as of Q1 2024 after selling out during the quarter.
  • Valeo Financial Advisors sold 7,431 Upstart Holdings shares in Q1 2024, an estimated $304K.
  • Valeo Financial Advisors first reported a position in Upstart Holdings in Q1 2021 and held it in 11 quarters.
  • Valeo Financial Advisors's Upstart Holdings position peaked at $944K in Q1 2022.
  • 279 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2024.

Based on Valeo Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.