Wipfli Financial Advisors’s Upstart Holdings UPST Stock Holding History

Wipfli Financial 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 Q3	$9K	Buy	+444	New	+$11.9K	﹤0.01%	1895

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

Wipfli Financial Advisors's UPST Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Upstart Holdings (UPST) in Q3 2022: 444 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #1895 among its holdings.

305 funds tracked by Wall St. Rank hold UPST as of Q3 2022.

Wipfli Financial Advisors held 444 shares of Upstart Holdings worth $9K as of Q3 2022.
Upstart Holdings was a new Wipfli Financial Advisors position in Q3 2022.
Upstart Holdings made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1895 holding.
305 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.