Wagner Wealth Management (South Carolina)’s Upstart Holdings UPST Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q3	–	Sell	-160	Closed	-$5K	–	775
2022 Q2	$5K	Buy	+160	New	+$9.53K	﹤0.01%	535
2022 Q1	–	Sell	-160	Closed	-$24K	–	632
2021 Q4	$24K	Buy	160 +70	+78%	+$17.5K	0.02%	375
2021 Q3	$29K	Buy	+90	New	+$17.8K	0.02%	327

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s UPST Position: Q3 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Upstart Holdings (UPST) in Q3 2022, closing a stake of 160 shares — an estimated $5K sold.

Wagner Wealth Management (South Carolina) first reported a position in UPST in Q3 2021 and held it in 3 quarters. The position peaked at $29K in Q3 2021. 305 funds tracked by Wall St. Rank hold UPST as of Q3 2022.

Wagner Wealth Management (South Carolina) reported no remaining Upstart Holdings position as of Q3 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 160 Upstart Holdings shares in Q3 2022, an estimated $5K.
Wagner Wealth Management (South Carolina) first reported a position in Upstart Holdings in Q3 2021 and held it in 3 quarters.
Wagner Wealth Management (South Carolina)'s Upstart Holdings position peaked at $29K in Q3 2021.
305 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2022, filed 14 Nov 2022.