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Upstart Hldgs shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Upstart Hldgs shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Upstart Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Upstart Hldgs held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Upstart Hldgs by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $13k 16k 0.79

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Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)

View all positions for H D Vest Advisory Services

Top funds holding Upstart Hldgs

Moore Capital Management
DeepCurrents Investment Group
King Street Capital Management
State Street Corporation
Verition Fund Management
Babson Capital Management
Whitebox Advisors
Leucadia National Corporation
BlackRock
Oaktree Capital Management
BlackRock
Royal Bank of Canada
Smh Capital Advisors
Jpmorgan Chase & Co
Catalyst Capital Advisors

View all funds holding Upstart Hldgs