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Paradigm Financial Advisors’s Upstart Holdings UPST Stock Holding History

Paradigm Financial Advisors’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 		$283K Buy
1,868
+429
+30% +$107K 0.06% 174
2021
Q3 		$455K Buy
+1,439
New +$284K 0.1% 123

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 $299B AUM 28.69% 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

Paradigm Financial Advisors's UPST Position: Q4 2021 in Review

Paradigm Financial Advisors increased its Upstart Holdings (UPST) stake by 30% in Q4 2021, buying an estimated $107K and bringing the position to 1,868 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #174.

Paradigm Financial Advisors first reported a position in UPST in Q3 2021 and has held it in 2 quarters since. The position peaked at $455K in Q3 2021. 478 funds tracked by Wall St. Rank hold UPST as of Q4 2021.

  • Paradigm Financial Advisors held 1,868 shares of Upstart Holdings worth $283K as of Q4 2021.
  • Paradigm Financial Advisors bought 429 Upstart Holdings shares in Q4 2021, an estimated $107K.
  • Upstart Holdings made up 0.06% of Paradigm Financial Advisors's portfolio in Q4 2021, its #174 holding.
  • Paradigm Financial Advisors first reported a position in Upstart Holdings in Q3 2021 and has held it in 2 quarters since.
  • Paradigm Financial Advisors's Upstart Holdings position peaked at $455K in Q3 2021.
  • 478 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.