Wolff Wiese Magana’s Upstart Holdings UPST Stock Holding History

Wolff Wiese Magana’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 Q1	–	Sell	-100	Closed	-$4.09K	–	748
2023 Q4	$4.09K	Hold	100	–	–	﹤0.01%	403
2023 Q3	$2.85K	Hold	100	–	–	﹤0.01%	504
2023 Q2	$3.58K	Hold	100	–	–	﹤0.01%	484
2023 Q1	$1.59K	Hold	100	–	–	﹤0.01%	533
2022 Q4	$1.32K	Sell	100 -50	-33%	-$966	﹤0.01%	546
2022 Q3	$3K	Sell	150 -75	-33%	-$2.02K	﹤0.01%	689
2022 Q2	$7K	Sell	225 -10,512	-98%	-$626K	0.01%	594
2022 Q1	$1.17M	Buy	10,737 +6,178	+136%	+$712K	0.78%	39
2021 Q4	$690K	Buy	4,559 +3,415	+299%	+$853K	0.45%	57
2021 Q3	$362K	Buy	1,144 +539	+89%	+$106K	0.26%	94
2021 Q2	$76K	Hold	605	–	–	0.05%	226
2021 Q1	$78K	Buy	+605	New	+$46.4K	0.06%	217

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wolff Wiese Magana's UPST Position: Q1 2024 in Review

Wolff Wiese Magana sold out of Upstart Holdings (UPST) in Q1 2024, closing a stake of 100 shares — an estimated $4.09K sold.

Wolff Wiese Magana first reported a position in UPST in Q1 2021 and held it in 12 quarters. The position peaked at $1.17M in Q1 2022. 279 funds tracked by Wall St. Rank hold UPST as of Q1 2024.

Wolff Wiese Magana reported no remaining Upstart Holdings position as of Q1 2024 after selling out during the quarter.
Wolff Wiese Magana sold 100 Upstart Holdings shares in Q1 2024, an estimated $4.09K.
Wolff Wiese Magana first reported a position in Upstart Holdings in Q1 2021 and held it in 12 quarters.
Wolff Wiese Magana's Upstart Holdings position peaked at $1.17M in Q1 2022.
279 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2024.

Based on Wolff Wiese Magana's 13F filing for Q1 2024, filed 18 Apr 2024.