HBW Advisory Services’s Upstart Holdings UPST Stock Holding History

HBW 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	-640	Closed	-$203K	–	278
2021 Q3	$203K	Buy	+640	New	+$126K	0.05%	240

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 $299B AUM 28.69% 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

HBW Advisory Services's UPST Position: Q4 2021 in Review

HBW Advisory Services sold out of Upstart Holdings (UPST) in Q4 2021, closing a stake of 640 shares — an estimated $203K sold.

HBW Advisory Services first reported a position in UPST in Q3 2021 and held it in 1 quarter. The position peaked at $203K in Q3 2021. 478 funds tracked by Wall St. Rank hold UPST as of Q4 2021.

HBW Advisory Services reported no remaining Upstart Holdings position as of Q4 2021 after selling out during the quarter.
HBW Advisory Services sold 640 Upstart Holdings shares in Q4 2021, an estimated $203K.
HBW Advisory Services first reported a position in Upstart Holdings in Q3 2021 and held it in 1 quarter.
HBW Advisory Services's Upstart Holdings position peaked at $203K in Q3 2021.
478 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2021.

Based on HBW Advisory Services's 13F filing for Q4 2021, filed 11 Jan 2022.