Wealth Advisors’s Upstart Holdings UPST Stock Holding History

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
2022 Q2	–	Sell	-3,477	Closed	-$379K	–	69
2022 Q1	$379K	Buy	3,477 +259	+8%	+$29.8K	0.14%	47
2021 Q4	$487K	Buy	3,218 +581	+22%	+$145K	0.17%	42
2021 Q3	$764K	Sell	2,637 -508	-16%	-$100K	0.3%	35
2021 Q2	$383K	Buy	3,145 +924	+42%	+$114K	0.14%	46
2021 Q1	$204K	Buy	+2,221	New	+$170K	0.08%	72

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Wealth Advisors's UPST Position: Q2 2022 in Review

Wealth Advisors sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 3,477 shares — an estimated $379K sold.

Wealth Advisors first reported a position in UPST in Q1 2021 and held it in 5 quarters. The position peaked at $764K in Q3 2021. 346 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

Wealth Advisors reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
Wealth Advisors sold 3,477 Upstart Holdings shares in Q2 2022, an estimated $379K.
Wealth Advisors first reported a position in Upstart Holdings in Q1 2021 and held it in 5 quarters.
Wealth Advisors's Upstart Holdings position peaked at $764K in Q3 2021.
346 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on Wealth Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.