XS
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XR Securities’s Upstart Holdings UPST Stock Holding History

XR 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
Q1 		– Sell
-8,600
Closed -$351K – 459
2023
Q4 		$351K Sell
8,600
-1,700
-17% -$51.8K 0.01% 304
2023
Q3 		$294K Sell
10,300
-8,600
-46% -$346K 0.02% 313
2023
Q2 		$677K Buy
18,900
+1,500
+9% +$34.5K 0.03% 206
2023
Q1 		$276K Buy
17,400
+4,800
+38% +$80.8K 0.01% 334
2022
Q4 		$167K Sell
12,600
-1,200
-9% -$23.2K 0.02% 460
2022
Q3 		$37K Buy
+13,800
New +$371K 0.02% 256
2021
Q4 		– Sell
-3,700
Closed -$316K – 542
2021
Q3 		$316K Buy
+3,700
New +$730K 0.15% 136

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

XR Securities's UPST Position: Q2 2022 in Review

XR Securities sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 3,929 shares — an estimated $429K sold.

XR Securities first reported a position in UPST in Q4 2021 and held it in 2 quarters. The position peaked at $429K in Q1 2022. 347 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

  • XR Securities reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
  • XR Securities sold 3,929 Upstart Holdings shares in Q2 2022, an estimated $429K.
  • XR Securities first reported a position in Upstart Holdings in Q4 2021 and held it in 2 quarters.
  • XR Securities's Upstart Holdings position peaked at $429K in Q1 2022.
  • 347 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on XR Securities's 13F filing for Q2 2022, filed 14 Jul 2022.