Belpointe Asset Management’s Upstart Holdings UPST Stock Holding History

Belpointe Asset Management’s Portfolio UPST Stock Details UPST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-759	Closed	-$3.04K	–	3236
2023 Q1	$3.04K	Buy	759 +355	+88%	+$5.97K	﹤0.01%	3191
2022 Q4	$2.88K	Buy	+404	New	+$7.81K	﹤0.01%	3137
2021 Q4	–	Sell	-647	Closed	-$205K	–	1254
2021 Q3	$205K	Buy	+647	New	+$128K	0.01%	849

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coatue Management

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Voloridge Investment Management

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return