Wealth Advisors, Inc.
- SEC CIK
- 0001806580
- Latest filing
- Oct 24, 2023
UPST holding history
Upstart Holdings, Inc. in every 13F filed by Wealth Advisors, Inc., 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 2023 holdings
- Shares (Q2 2022)
- 0
- Sold out in Q2 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2022 | 0 | $0 | 0.0% | −3,477−100.0% | Sold out | Holders |
| Q1 2022 | 3,477 | $379.0K | 0.1% | +259+8.0% | Added | Holders |
| Q4 2021 | 3,218 | $487.0K | 0.2% | +581+22.0% | Added | Holders |
| Q3 2021 | 2,637 | $764.0K | 0.3% | −508−16.2% | Reduced | Holders |
| Q2 2021 | 3,145 | $383.0K | 0.1% | +924+41.6% | Added | Holders |
| Q1 2021 | 2,221 | $204.0K | 0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.