EWM
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Empirical Wealth Management’s Upstart Holdings UPST Stock Holding History

Empirical 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
-1,030
Closed -$326K – 535
2021
Q3 		$326K Buy
+1,030
New +$203K 0.02% 364

Other funds holding UPST

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
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

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

Empirical Wealth Management sold out of Upstart Holdings (UPST) in Q4 2021, closing a stake of 1,030 shares — an estimated $326K sold.

Empirical Wealth Management first reported a position in UPST in Q3 2021 and held it in 1 quarter. The position peaked at $326K in Q3 2021. 478 funds tracked by Wall St. Rank hold UPST as of Q4 2021.

  • Empirical Wealth Management reported no remaining Upstart Holdings position as of Q4 2021 after selling out during the quarter.
  • Empirical Wealth Management sold 1,030 Upstart Holdings shares in Q4 2021, an estimated $326K.
  • Empirical Wealth Management first reported a position in Upstart Holdings in Q3 2021 and held it in 1 quarter.
  • Empirical Wealth Management's Upstart Holdings position peaked at $326K in Q3 2021.
  • 478 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2021.

Based on Empirical Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.