Ameriprise Financial Inc Upstart Holdings, Inc. Transaction History

Ameriprise Financial Inc

$381 Billion
Q3 2024

A detailed history of Ameriprise Financial Inc transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Ameriprise Financial Inc holds 15,850 shares of UPST stock, worth $1.07 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

15,850

Previous 17,471 9.28%

Holding current value

$1.07 Million

Previous $412,000 53.88%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$22.9 - $44.11 $37,120 - $71,502	-1,621 Reduced 9.28%	15,850 $634,000
Q2 2024 Aug 14, 2024	BUY	$21.64 - $28.59 $4,176 - $5,517	193 Added 1.12%	17,471 $412,000
Q1 2024 May 15, 2024	SELL	$23.25 - $38.8 $113,576 - $189,538	-4,885 Reduced 22.04%	17,278 $464,000
Q4 2023 Feb 14, 2024	SELL	$20.87 - $47.31 $224,811 - $509,623	-10,772 Reduced 32.71%	22,163 $905,000
Q3 2023 Nov 14, 2023	SELL	$26.55 - $72.09 $85,305 - $231,625	-3,213 Reduced 8.89%	32,935 $939,000
Q2 2023 Aug 14, 2023	BUY	$12.1 - $37.7 $64,916 - $202,260	5,365 Added 17.43%	36,148 $1.29 Million
Q1 2023 May 15, 2023	BUY	$12.89 - $23.85 $30,729 - $56,858	2,384 Added 8.39%	30,783 $489,000
Q4 2022 Feb 14, 2023	BUY	$12.25 - $24.9 $15,949 - $32,419	1,302 Added 4.8%	28,399 $375,000
Q3 2022 Nov 14, 2022	SELL	$20.79 - $36.28 $721,288 - $1.26 Million	-34,694 Reduced 56.15%	27,097 $563,000
Q2 2022 Aug 15, 2022	SELL	$28.0 - $113.85 $275,212 - $1.12 Million	-9,829 Reduced 13.72%	61,791 $1.92 Million
Q1 2022 May 16, 2022	BUY	$89.34 - $157.99 $2.41 Million - $4.26 Million	26,940 Added 60.3%	71,620 $7.44 Million
Q4 2021 Feb 14, 2022	SELL	$131.5 - $390.0 $1.56 Million - $4.62 Million	-11,837 Reduced 20.94%	44,680 $6.79 Million
Q3 2021 Nov 15, 2021	SELL	$113.09 - $336.34 $49.7 Million - $148 Million	-439,191 Reduced 88.6%	56,517 $17.9 Million
Q2 2021 Aug 16, 2021	SELL	$84.05 - $170.0 $23.6 Million - $47.7 Million	-280,445 Reduced 36.13%	495,708 $61.9 Million
Q1 2021 May 17, 2021	BUY	$43.99 - $164.87 $17.2 Million - $64.6 Million	391,627 Added 101.85%	776,153 $100 Million
Q4 2020 Feb 12, 2021	BUY	$29.47 - $47.84 $11.3 Million - $18.4 Million	384,526 New	384,526 $15.2 Million

Others Institutions Holding UPST

# of Institutions

415

Shares Held

49.3M

Call Options Held

8.86M

Put Options Held

9.9M

View Full List

About Upstart Holdings, Inc.

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $5.48B
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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Ameriprise Financial Inc Upstart Holdings, Inc. Transaction History