Advisor Group Holdings, Inc. Upstart Holdings, Inc. Transaction History

Advisor Group Holdings, Inc.

$40.6 Billion
Q2 2024

A detailed history of Advisor Group Holdings, Inc. transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 27,007 shares of UPST stock, worth $1.4 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

27,007

Previous 18,924 42.71%

Holding current value

$1.4 Million

Previous $508,000 25.39%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$21.64 - $28.59 $174,916 - $231,092	8,083 Added 42.71%	27,007 $637,000
Q1 2024 May 10, 2024	SELL	$23.25 - $38.8 $202,135 - $337,327	-8,694 Reduced 31.48%	18,924 $508,000
Q4 2023 Feb 12, 2024	SELL	$20.87 - $47.31 $128,788 - $291,950	-6,171 Reduced 18.26%	27,618 $1.13 Million
Q3 2023 Nov 13, 2023	BUY	$26.55 - $72.09 $49,462 - $134,303	1,863 Added 5.84%	33,789 $964,000
Q2 2023 Aug 10, 2023	BUY	$12.1 - $37.7 $77,077 - $240,149	6,370 Added 24.93%	31,926 $1.14 Million
Q1 2023 May 12, 2023	SELL	$12.89 - $23.85 $319,388 - $590,955	-24,778 Reduced 49.23%	25,556 $406,000
Q4 2022 Feb 10, 2023	BUY	$12.25 - $24.9 $207,233 - $421,233	16,917 Added 50.62%	50,334 $665,000
Q3 2022 Nov 14, 2022	BUY	$20.79 - $36.28 $29,854 - $52,098	1,436 Added 4.49%	33,417 $695,000
Q2 2022 Aug 10, 2022	SELL	$28.0 - $113.85 $308,448 - $1.25 Million	-11,016 Reduced 25.62%	31,981 $1.01 Million
Q1 2022 May 04, 2022	BUY	$89.34 - $157.99 $1.34 Million - $2.36 Million	14,951 Added 53.31%	42,997 $4.59 Million
Q3 2021 Nov 05, 2021	BUY	$113.09 - $336.34 $1.35 Million - $4.02 Million	11,964 Added 74.39%	28,046 $8.87 Million
Q2 2021 Aug 02, 2021	BUY	$84.05 - $170.0 $762,333 - $1.54 Million	9,070 Added 129.35%	16,082 $2.01 Million
Q1 2021 May 13, 2021	BUY	$43.99 - $164.87 $176,575 - $661,788	4,014 Added 133.89%	7,012 $904,000
Q4 2020 Feb 10, 2021	BUY	$29.47 - $47.84 $88,351 - $143,424	2,998 New	2,998 $123,000

Others Institutions Holding UPST

# of Institutions

333

Shares Held

39.4M

Call Options Held

6.95M

Put Options Held

8.92M

View Full List

About Upstart Holdings, Inc.

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $4.23B
Description
Upstart Holdings, Inc., together with its subsidiaries, operates a cloud-based artificial intelligence (AI) lending platform in the United States. Its platform aggregates consumer demand for loans and connects it to its network of the company's AI-enabled bank partners. The company was founded in 2012 and is headquartered in San Mateo, California.

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Advisor Group Holdings, Inc. Upstart Holdings, Inc. Transaction History