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Laidlaw Wealth Management’s Upstart Holdings UPST Stock Holding History

Laidlaw 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
Q3 		– Sell
-2,233
Closed -$279K – 283
2021
Q2 		$279K Buy
+2,233
New +$275K 0.07% 201

Other funds holding UPST

TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Laidlaw Wealth Management's UPST Position: Q3 2021 in Review

Laidlaw Wealth Management sold out of Upstart Holdings (UPST) in Q3 2021, closing a stake of 2,233 shares — an estimated $279K sold.

Laidlaw Wealth Management first reported a position in UPST in Q2 2021 and held it in 1 quarter. The position peaked at $279K in Q2 2021. 425 funds tracked by Wall St. Rank hold UPST as of Q3 2021.

  • Laidlaw Wealth Management reported no remaining Upstart Holdings position as of Q3 2021 after selling out during the quarter.
  • Laidlaw Wealth Management sold 2,233 Upstart Holdings shares in Q3 2021, an estimated $279K.
  • Laidlaw Wealth Management first reported a position in Upstart Holdings in Q2 2021 and held it in 1 quarter.
  • Laidlaw Wealth Management's Upstart Holdings position peaked at $279K in Q2 2021.
  • 425 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2021.

Based on Laidlaw Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.