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Kore Private Wealth LLC

SEC CIK
0001762776
Latest filing
Nov 14, 2022

UPST holding history

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

UPST overviewAll 13F holders of UPSTFull Q3 2022 holdings

Shares (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2021
Holdings of UPST by Kore Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−17,500−100.0%Sold outHolders
Q2 202217,500$553.0K0.1%00.0%UnchangedHolders
Q1 202217,500$1.91M0.2%−1,254−6.7%ReducedHolders
Q4 202118,754$2.84M0.3%+17,500+1,395.5%AddedHolders
Q3 20211,254$397.0K<0.1%+1,254NewHolders
Q2 20210$00.0%−2,508−100.0%Sold outHolders
Q1 20212,508$323.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.