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Valley National Advisers’s Upstart Holdings UPST Stock Holding History

Valley National Advisers’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
-65
Closed -$2K – 1291
2023
Q4 		$2K Buy
65
+30
+86% +$913 ﹤0.01% 994
2023
Q3 		$1K Buy
+35
New +$1.41K ﹤0.01% 1030

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valley National Advisers's UPST Position: Q1 2024 in Review

Valley National Advisers sold out of Upstart Holdings (UPST) in Q1 2024, closing a stake of 65 shares — an estimated $2K sold.

Valley National Advisers first reported a position in UPST in Q3 2023 and held it in 2 quarters. The position peaked at $2K in Q4 2023. 279 funds tracked by Wall St. Rank hold UPST as of Q1 2024.

  • Valley National Advisers reported no remaining Upstart Holdings position as of Q1 2024 after selling out during the quarter.
  • Valley National Advisers sold 65 Upstart Holdings shares in Q1 2024, an estimated $2K.
  • Valley National Advisers first reported a position in Upstart Holdings in Q3 2023 and held it in 2 quarters.
  • Valley National Advisers's Upstart Holdings position peaked at $2K in Q4 2023.
  • 279 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2024.

Based on Valley National Advisers's 13F filing for Q1 2024, filed 19 Apr 2024.