A detailed history of Atria Wealth Solutions, Inc. transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 6,631 shares of UPST stock, worth $491,091. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,631
Holding current value
$491,091
% of portfolio
0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$22.9 - $44.11 $151,849 - $292,493
6,631 New
6,631 $265,000
Q4 2023

Feb 02, 2024

BUY
$20.87 - $47.31 $152,914 - $346,640
7,327 New
7,327 $299,000
Q2 2023

Aug 03, 2023

SELL
$12.1 - $37.7 $104,181 - $324,597
-8,610 Reduced 57.53%
6,357 $227,000
Q1 2023

Jun 14, 2023

BUY
$12.89 - $23.85 $192,924 - $356,962
14,967 New
14,967 $237,000
Q4 2022

Aug 30, 2023

BUY
$12.25 - $24.9 $105,472 - $214,389
8,610 Added 135.44%
14,967 $197,000
Q4 2022

Feb 13, 2023

BUY
$12.25 - $24.9 $13,683 - $27,813
1,117 Added 8.06%
14,967 $197,000
Q3 2022

Nov 14, 2022

BUY
$20.79 - $36.28 $287,941 - $502,478
13,850 New
13,850 $288,000
Q2 2022

Aug 15, 2022

SELL
$28.0 - $113.85 $251,524 - $1.02 Million
-8,983 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$89.34 - $157.99 $802,541 - $1.42 Million
8,983 New
8,983 $980,000

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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