A detailed history of Advisors Asset Management, Inc. transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Advisors Asset Management, Inc. holds 1,520 shares of UPST stock, worth $134,930. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,520
Holding current value
$134,930
% of portfolio
0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025

BUY
$37.78 - $84.46 $57,425 - $128,379
1,520 New
1,520 $93,000
Q2 2023

Aug 14, 2023

SELL
$12.1 - $37.7 $4,537 - $14,137
-375 Reduced 37.58%
623 $22,000
Q1 2023

May 12, 2023

SELL
$12.89 - $23.85 $618 - $1,144
-48 Reduced 4.59%
998 $15,000
Q3 2022

Nov 08, 2022

BUY
$20.79 - $36.28 $7,609 - $13,278
366 Added 7.66%
5,143 $107,000
Q2 2022

Aug 08, 2022

BUY
$28.0 - $113.85 $5,404 - $21,973
193 Added 4.21%
4,777 $151,000
Q1 2022

May 17, 2022

BUY
$89.34 - $157.99 $32,609 - $57,666
365 Added 8.65%
4,584 $500,000
Q4 2021

Feb 15, 2022

BUY
$131.5 - $390.0 $199,091 - $590,460
1,514 Added 55.97%
4,219 $638,000
Q3 2021

Nov 12, 2021

BUY
$113.09 - $336.34 $305,908 - $909,799
2,705 New
2,705 $856,000

Others Institutions Holding UPST

About Upstart Holdings, Inc.


  • Ticker UPST
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 81,348,000
  • Market Cap $7.22B
  • 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.
More about UPST
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