Ae Wealth Management LLC Upstart Holdings, Inc. Transaction History

Ae Wealth Management LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$20.87 - $47.31 $185,242 - $419,923	8,876 Added 58.67%	24,005 $980,000
Q3 2023 Oct 11, 2023	SELL	$26.55 - $72.09 $36,665 - $99,556	-1,381 Reduced 8.36%	15,129 $431,000
Q2 2023 Jul 10, 2023	SELL	$12.1 - $37.7 $58,890 - $183,485	-4,867 Reduced 22.77%	16,510 $591,000
Q1 2023 Apr 14, 2023	BUY	$12.89 - $23.85 $275,549 - $509,841	21,377 New	21,377 $339,000
Q3 2022 Oct 25, 2022	SELL	$20.79 - $36.28 $141,496 - $246,921	-6,806 Reduced 39.82%	10,285 $214,000
Q2 2022 Aug 03, 2022	SELL	$28.0 - $113.85 $446,040 - $1.81 Million	-15,930 Reduced 48.24%	17,091 $540,000
Q1 2022 Apr 18, 2022	BUY	$89.34 - $157.99 $1.67 Million - $2.96 Million	18,733 Added 131.11%	33,021 $3.6 Million
Q4 2021 Jan 20, 2022	BUY	$131.5 - $390.0 $802,807 - $2.38 Million	6,105 Added 74.61%	14,288 $2.16 Million
Q3 2021 Nov 01, 2021	SELL	$113.09 - $336.34 $174,271 - $518,299	-1,541 Reduced 15.85%	8,183 $2.59 Million
Q2 2021 Jul 21, 2021	BUY	$84.05 - $170.0 $817,302 - $1.65 Million	9,724 New	9,724 $1.22 Million

420

49.9M

10.6M

11.7M

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $6.02B
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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