A detailed history of Allworth Financial LP transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Allworth Financial LP holds 174 shares of UPST stock, worth $12,886. This represents 0.0% of its overall portfolio holdings.

Number of Shares
174
Previous 174 -0.0%
Holding current value
$12,886
Previous $4,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

SELL
$21.64 - $28.59 $692 - $914
-32 Reduced 15.53%
174 $4,000
Q1 2024

Apr 25, 2024

BUY
$23.25 - $38.8 $581 - $969
25 Added 13.81%
206 $5,000
Q4 2023

Jan 24, 2024

BUY
$20.87 - $47.31 $1,669 - $3,784
80 Added 79.21%
181 $7,000
Q3 2023

Oct 31, 2023

BUY
$26.55 - $72.09 $1,354 - $3,676
51 Added 102.0%
101 $2,000
Q2 2023

Jul 18, 2023

SELL
$12.1 - $37.7 $955 - $2,978
-79 Reduced 61.24%
50 $1,000
Q1 2023

Apr 18, 2023

BUY
$12.89 - $23.85 $850 - $1,574
66 Added 104.76%
129 $2,000
Q4 2022

Jan 13, 2023

BUY
$12.25 - $24.9 $526 - $1,070
43 Added 215.0%
63 $0
Q2 2022

Jul 13, 2022

SELL
$28.0 - $113.85 $56 - $227
-2 Reduced 9.09%
20 $1,000
Q4 2021

Jan 21, 2022

SELL
$131.5 - $390.0 $7,890 - $23,400
-60 Reduced 73.17%
22 $3,000
Q3 2021

Nov 02, 2021

BUY
$113.09 - $336.34 $9,273 - $27,579
82 New
82 $26,000

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 $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.
More about UPST
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