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Wealth Quarterback’s Upstart Holdings UPST Stock Holding History

Wealth Quarterback’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 		$16K Buy
+50
New +$9.86K 0.01% 394

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

Wealth Quarterback's UPST Position: Q3 2021 in Review

Wealth Quarterback opened a new position in Upstart Holdings (UPST) in Q3 2021: 50 shares worth $16K. The stake represents 0.01% of the portfolio and ranks #394 among its holdings.

425 funds tracked by Wall St. Rank hold UPST as of Q3 2021.

  • Wealth Quarterback held 50 shares of Upstart Holdings worth $16K as of Q3 2021.
  • Upstart Holdings was a new Wealth Quarterback position in Q3 2021.
  • Upstart Holdings made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #394 holding.
  • 425 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.