RAFFA WEALTH MANAGEMENT, LLC’s Upstart Holdings UPST Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	-5	Closed	-$179	–	1076
2023 Q2	$179	Hold	5	–	–	﹤0.01%	1044
2023 Q1	$79	Hold	5	–	–	﹤0.01%	1064
2022 Q4	$66	Hold	5	–	–	﹤0.01%	1058
2022 Q3	$104	Hold	5	–	–	﹤0.01%	1156
2022 Q2	$158	Hold	5	–	–	﹤0.01%	1111
2022 Q1	$545	Hold	5	–	–	﹤0.01%	1032
2021 Q4	$757	Buy	+5	New	+$1.25K	﹤0.01%	968

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

RAFFA WEALTH MANAGEMENT, LLC's UPST Position: Q3 2023 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Upstart Holdings (UPST) in Q3 2023, closing a stake of 5 shares — an estimated $179 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in UPST in Q4 2021 and held it in 7 quarters. The position peaked at $757 in Q4 2021. 291 funds tracked by Wall St. Rank hold UPST as of Q3 2023.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Upstart Holdings position as of Q3 2023 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 5 Upstart Holdings shares in Q3 2023, an estimated $179.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Upstart Holdings in Q4 2021 and held it in 7 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Upstart Holdings position peaked at $757 in Q4 2021.
291 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2023.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2023, filed 27 Jul 2026.