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Capital Asset Advisory Services’s Upstart Holdings UPST Stock Holding History

Capital Asset Advisory Services’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
Q4 		– Sell
-1,495
Closed -$473K – 711
2021
Q3 		$473K Buy
+1,495
New +$295K 0.05% 274

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D.E. Shaw & Co
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Mirae Asset Global Investments
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BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Asset Advisory Services's UPST Position: Q4 2021 in Review

Capital Asset Advisory Services sold out of Upstart Holdings (UPST) in Q4 2021, closing a stake of 1,495 shares — an estimated $473K sold.

Capital Asset Advisory Services first reported a position in UPST in Q3 2021 and held it in 1 quarter. The position peaked at $473K in Q3 2021. 478 funds tracked by Wall St. Rank hold UPST as of Q4 2021.

  • Capital Asset Advisory Services reported no remaining Upstart Holdings position as of Q4 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 1,495 Upstart Holdings shares in Q4 2021, an estimated $473K.
  • Capital Asset Advisory Services first reported a position in Upstart Holdings in Q3 2021 and held it in 1 quarter.
  • Capital Asset Advisory Services's Upstart Holdings position peaked at $473K in Q3 2021.
  • 478 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2021.

Based on Capital Asset Advisory Services's 13F filing for Q4 2021, filed 4 Feb 2022.