WR Wealth Planners’s Upstart Holdings UPST Stock Holding History

WR Wealth Planners’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 Q4	$1.66K	Sell	27 -187	-87%	-$11.7K	﹤0.01%	877
2024 Q3	$8.56K	Sell	214 -7	-3%	-$233	﹤0.01%	660
2024 Q2	$5.21K	Sell	221 -25	-10%	-$603	﹤0.01%	711
2024 Q1	$6.62K	Buy	+246	New	+$7.28K	﹤0.01%	672
2023 Q4	–	Sell	-429	Closed	-$12.2K	–	821
2023 Q3	$12.2K	Sell	429 -65	-13%	-$2.61K	﹤0.01%	511
2023 Q2	$17.7K	Sell	494 -286	-37%	-$6.58K	0.01%	453
2023 Q1	$12.4K	Sell	780 -4,049	-84%	-$68.1K	0.01%	502
2022 Q4	$63.8K	Buy	4,829 +2,799	+138%	+$54.1K	0.04%	155
2022 Q3	$42.2K	Buy	2,030 +642	+46%	+$17.3K	0.03%	174
2022 Q2	$43.9K	Buy	1,388 +426	+44%	+$25.4K	0.03%	181
2022 Q1	$105K	Buy	+962	New	+$111K	0.06%	132

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

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

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

WR Wealth Planners's UPST Position: Q4 2024 in Review

WR Wealth Planners reduced its Upstart Holdings (UPST) stake by 87% in Q4 2024, selling an estimated $11.7K and leaving 27 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

WR Wealth Planners first reported a position in UPST in Q1 2022 and has held it in 11 quarters since. The position peaked at $105K in Q1 2022. 391 funds tracked by Wall St. Rank hold UPST as of Q4 2024.

WR Wealth Planners held 27 shares of Upstart Holdings worth $1.66K as of Q4 2024.
WR Wealth Planners sold 187 Upstart Holdings shares in Q4 2024, an estimated $11.7K.
Upstart Holdings made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #877 holding.
WR Wealth Planners first reported a position in Upstart Holdings in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Upstart Holdings position peaked at $105K in Q1 2022.
391 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.