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Reilly Financial Advisors’s Upstart Holdings UPST Stock Holding History

Reilly 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 		$3K Buy
+17
New +$4.25K ﹤0.01% 955
2021
Q3 		– Sell
-20
Closed -$2K – 1057
2021
Q2 		$2K Buy
+20
New +$2.46K ﹤0.01% 926

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 $67.7B AUM 51.91% 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

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

Reilly Financial Advisors opened a new position in Upstart Holdings (UPST) in Q4 2021: 17 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #955 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in UPST as recently as Q2 2021.

Reilly Financial Advisors first reported a position in UPST in Q2 2021 and has held it in 2 quarters since. 479 funds tracked by Wall St. Rank hold UPST as of Q4 2021.

  • Reilly Financial Advisors held 17 shares of Upstart Holdings worth $3K as of Q4 2021.
  • Upstart Holdings was a new Reilly Financial Advisors position in Q4 2021.
  • Upstart Holdings made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #955 holding.
  • Reilly Financial Advisors first reported a position in Upstart Holdings in Q2 2021 and has held it in 2 quarters since.
  • 479 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.