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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

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

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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

Vanguard Group
Citadel Advisors
D. E. Shaw & Co
Bank of America Corporation
Jane Street
Bank Of Montreal
Goldman Sachs Group
Nomura Holdings
Barclays
Gts Securities
Two Sigma Investments
Wolverine Trading
Voloridge Investment Management
Mirae Asset Global Investments
Moore Capital Management

View all funds holding Upstart Hldgs