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BerganKDV Wealth Management’s Upstart Holdings UPST Stock Holding History

BerganKDV Wealth 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
2022
Q1 		– Sell
-5
Closed -$1K – 1104
2021
Q4 		$1K Buy
5
+2
+67% +$500 ﹤0.01% 1021
2021
Q3 		$1K Hold
3
– – ﹤0.01% 1006
2021
Q2 		$0 Buy
+3
New +$369 ﹤0.01% 1013

Other funds holding UPST

VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BerganKDV Wealth Management's UPST Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of Upstart Holdings (UPST) in Q1 2022, closing a stake of 5 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in UPST in Q2 2021 and held it in 3 quarters. The position peaked at $1K in Q4 2021. 495 funds tracked by Wall St. Rank hold UPST as of Q1 2022.

  • BerganKDV Wealth Management reported no remaining Upstart Holdings position as of Q1 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 5 Upstart Holdings shares in Q1 2022, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Upstart Holdings in Q2 2021 and held it in 3 quarters.
  • BerganKDV Wealth Management's Upstart Holdings position peaked at $1K in Q4 2021.
  • 495 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.