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Wedbush Securities’s Upstart Holdings UPST Stock Holding History

Wedbush Securities’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
Q2 		– Sell
-13,605
Closed -$366K – 1291
2024
Q1 		$366K Buy
13,605
+8,201
+152% +$243K 0.01% 773
2023
Q4 		$221K Buy
+5,404
New +$165K 0.01% 915
2022
Q3 		– Sell
-10,568
Closed -$334K – 1107
2022
Q2 		$334K Buy
10,568
+1,431
+16% +$85.2K 0.02% 700
2022
Q1 		$997K Buy
9,137
+434
+5% +$50K 0.05% 347
2021
Q4 		$1.32M Buy
8,703
+7,658
+733% +$1.91M 0.06% 292
2021
Q3 		$331K Buy
+1,045
New +$206K 0.02% 813

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Wedbush Securities's UPST Position: Q2 2024 in Review

Wedbush Securities sold out of Upstart Holdings (UPST) in Q2 2024, closing a stake of 13,605 shares — an estimated $366K sold.

Wedbush Securities first reported a position in UPST in Q3 2021 and held it in 6 quarters. The position peaked at $1.32M in Q4 2021. 275 funds tracked by Wall St. Rank hold UPST as of Q2 2024.

  • Wedbush Securities reported no remaining Upstart Holdings position as of Q2 2024 after selling out during the quarter.
  • Wedbush Securities sold 13,605 Upstart Holdings shares in Q2 2024, an estimated $366K.
  • Wedbush Securities first reported a position in Upstart Holdings in Q3 2021 and held it in 6 quarters.
  • Wedbush Securities's Upstart Holdings position peaked at $1.32M in Q4 2021.
  • 275 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2024.

Based on Wedbush Securities's 13F filing for Q2 2024, filed 7 Aug 2024.