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Laird Norton Wetherby Wealth Management’s Upstart Holdings UPST Stock Holding History

Laird Norton Wetherby 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
-800
Closed -$253K – 961
2021
Q3 		$253K Buy
+800
New +$158K 0.02% 775

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 $3.29B AUM 6.08% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's UPST Position: Q4 2021 in Review

Laird Norton Wetherby Wealth Management sold out of Upstart Holdings (UPST) in Q4 2021, closing a stake of 7 shares — an estimated $2K sold.

Laird Norton Wetherby Wealth Management first reported a position in UPST in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 478 funds tracked by Wall St. Rank hold UPST as of Q4 2021.

  • Laird Norton Wetherby Wealth Management reported no remaining Upstart Holdings position as of Q4 2021 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 7 Upstart Holdings shares in Q4 2021, an estimated $2K.
  • Laird Norton Wetherby Wealth Management first reported a position in Upstart Holdings in Q3 2021 and held it in 1 quarter.
  • Laird Norton Wetherby Wealth Management's Upstart Holdings position peaked at $2K in Q3 2021.
  • 478 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2021.

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