IronBridge Private Wealth’s Upstart Holdings UPST Stock Holding History

IronBridge Private Wealth’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	-126	Closed	-$40K	–	331
2021 Q3	$40K	Buy	+126	New	+$24.9K	0.02%	65

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

IronBridge Private Wealth's UPST Position: Q4 2021 in Review

IronBridge Private Wealth sold out of Upstart Holdings (UPST) in Q4 2021, closing a stake of 126 shares — an estimated $40K sold.

IronBridge Private Wealth first reported a position in UPST in Q3 2021 and held it in 1 quarter. The position peaked at $40K in Q3 2021. 478 funds tracked by Wall St. Rank hold UPST as of Q4 2021.

IronBridge Private Wealth reported no remaining Upstart Holdings position as of Q4 2021 after selling out during the quarter.
IronBridge Private Wealth sold 126 Upstart Holdings shares in Q4 2021, an estimated $40K.
IronBridge Private Wealth first reported a position in Upstart Holdings in Q3 2021 and held it in 1 quarter.
IronBridge Private Wealth's Upstart Holdings position peaked at $40K in Q3 2021.
478 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2021.

Based on IronBridge Private Wealth's 13F filing for Q4 2021, filed 17 Feb 2022.