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Upstart Hldgs shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Upstart Hldgs

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All positions including Upstart Hldgs held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Upstart Hldgs by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $467k 11k 40.86
2022-03-31 $16k 218k 0.07
2021-12-31 $235k 1.6k 151.03
2021-09-30 $408k 1.3k 316.77

More positions owned by J.w. Cole Advisors

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Select Sector Spdr Tr Technology (XLK)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for J.w. Cole Advisors

Top funds holding Upstart Hldgs

Vanguard Group
Susquehanna International
BlackRock
Citadel Advisors
D. E. Shaw & Co
Bank of America Corporation
Jane Street
Geode Capital Management
Goldman Sachs Group
Nomura Holdings
Capital Fund Management
Barclays
Gts Securities
Two Sigma Investments
Wolverine Trading

View all funds holding Upstart Hldgs