BCA
UPST icon

Berman Capital Advisors’s Upstart Holdings UPST Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$42K Buy
+134
New +$26.4K 0.01% 749

Other funds holding UPST

TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Berman Capital Advisors's UPST Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Upstart Holdings (UPST) in Q3 2021: 134 shares worth $42K. The stake represents 0.01% of the portfolio and ranks #749 among its holdings.

425 funds tracked by Wall St. Rank hold UPST as of Q3 2021.

  • Berman Capital Advisors held 134 shares of Upstart Holdings worth $42K as of Q3 2021.
  • Upstart Holdings was a new Berman Capital Advisors position in Q3 2021.
  • Upstart Holdings made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #749 holding.
  • 425 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.