Holloway Wealth Management »

Upstart Hldgs shares owned by Holloway Wealth Management

Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Holloway Wealth Management from 13F filings

Historical chart of Holloway Wealth Management investment in Upstart Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Upstart Hldgs held by Holloway Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Upstart Hldgs by Holloway Wealth Management

Quarter filed Position value Share count Share price at filing
2022-03-31 $9.0k 82 109.76
2021-12-31 $12k 82 146.34
2021-09-30 $26k 82 317.07

More positions owned by Holloway Wealth Management

Horizon Active Risk Assist Fund Class N M (Principal) (ARANX)
Horizon Active Asset Allocation Fund Class N M (Principal) (AAANX)
Chevron Corporation (Principal) (CVX)
Cisco Systems (Principal) (CSCO)
Lockheed Martin Corporation (Principal) (LMT)
Wal-Mart Stores (Principal) (WMT)
First Tr Exchange-traded First Tr Enh New (Principal) (FTSM)
Altria (Principal) (MO)
BlackRock (Principal) (BLK)
Apple (Principal) (AAPL)
Unilever Spon Adr New (Principal) (UL)
Pepsi (Principal) (PEP)
Taiwan Semiconductor Mfg Sponsored Ads (Principal) (TSM)
General Dynamics Corporation (Principal) (GD)
Bristol Myers Squibb (Principal) (BMY)

View all positions for Holloway Wealth Management

Top funds holding Upstart Hldgs

Susquehanna International
Vanguard Group
BlackRock
BlackRock
Citadel Advisors
Jane Street
D. E. Shaw & Co
State Street Corporation
Barclays
Goldman Sachs Group
Geode Capital Management
Morgan Stanley
Voloridge Investment Management
Bank of America Corporation
Fred Alger Management

View all funds holding Upstart Hldgs