Avantax Advisory Services, Inc. Upstart Holdings, Inc. Transaction History

Avantax Advisory Services, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	BUY	$12.1 - $37.7 $74,899 - $233,363	6,190 New	6,190 $221,000
Q2 2022 Aug 02, 2022	SELL	$28.0 - $113.85 $58,408 - $237,491	-2,086 Closed	0 $0
Q1 2022 Apr 27, 2022	BUY	$89.34 - $157.99 $34,931 - $61,774	391 Added 23.07%	2,086 $230,000
Q4 2021 Jan 24, 2022	SELL	$131.5 - $390.0 $6,312 - $18,720	-48 Reduced 2.75%	1,695 $256,000
Q3 2021 Oct 21, 2021	BUY	$113.09 - $336.34 $197,115 - $586,240	1,743 New	1,743 $550,000

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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