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Carroll Financial Associates’s Upstart Holdings UPST Stock Holding History

Carroll Financial Associates’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 		$16K Buy
106
+6
+6% +$1.5K ﹤0.01% 1045
2021
Q3 		$31K Buy
+100
New +$19.7K ﹤0.01% 874

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TP
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
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

Carroll Financial Associates's UPST Position: Q4 2021 in Review

Carroll Financial Associates increased its Upstart Holdings (UPST) stake by 6% in Q4 2021, buying an estimated $1.5K and bringing the position to 106 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Carroll Financial Associates first reported a position in UPST in Q3 2021 and has held it in 2 quarters since. The position peaked at $31K in Q3 2021. 479 funds tracked by Wall St. Rank hold UPST as of Q4 2021.

  • Carroll Financial Associates held 106 shares of Upstart Holdings worth $16K as of Q4 2021.
  • Carroll Financial Associates bought 6 Upstart Holdings shares in Q4 2021, an estimated $1.5K.
  • Upstart Holdings made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1045 holding.
  • Carroll Financial Associates first reported a position in Upstart Holdings in Q3 2021 and has held it in 2 quarters since.
  • Carroll Financial Associates's Upstart Holdings position peaked at $31K in Q3 2021.
  • 479 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.