Dakota Wealth Management’s Upstart Holdings UPST Stock Holding History

Dakota 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
2021 Q4	–	Sell	-766	Closed	-$242K	–	405
2021 Q3	$242K	Buy	+766	New	+$151K	0.03%	308

Other funds holding UPST

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

Third Point New York $2.08B AUM 27.04% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Dakota Wealth Management's UPST Position: Q4 2021 in Review

Dakota Wealth Management sold out of Upstart Holdings (UPST) in Q4 2021, closing a stake of 766 shares — an estimated $242K sold.

Dakota Wealth Management first reported a position in UPST in Q3 2021 and held it in 1 quarter. The position peaked at $242K in Q3 2021. 478 funds tracked by Wall St. Rank hold UPST as of Q4 2021.

Dakota Wealth Management reported no remaining Upstart Holdings position as of Q4 2021 after selling out during the quarter.
Dakota Wealth Management sold 766 Upstart Holdings shares in Q4 2021, an estimated $242K.
Dakota Wealth Management first reported a position in Upstart Holdings in Q3 2021 and held it in 1 quarter.
Dakota Wealth Management's Upstart Holdings position peaked at $242K in Q3 2021.
478 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2021.

Based on Dakota Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.