Surevest, LLC

SEC CIK: 0001593842
Latest filing: Nov 14, 2022

SEC filings (opens in a new tab)

UPST holding history

Upstart Holdings, Inc. in every 13F filed by Surevest, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UPST overview All 13F holders of UPST Full Q3 2022 holdings

Shares (Q3 2022): 0; Sold out in Q3 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2021

Holdings of UPST by Surevest, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2022	0	$0	0.0%	−5−100.0%	Sold out	Holders
Q2 2022	5	$0	0.0%	00.0%	Unchanged	Holders
Q1 2022	5	$1.00K	<0.1%	00.0%	Unchanged	Holders
Q4 2021	5	$1.00K	<0.1%	+5	New	Holders