A detailed history of Bell Investment Advisors, Inc transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 29 shares of UPST stock, worth $1,184. This represents 0.0% of its overall portfolio holdings.

Number of Shares
29
Previous 29 -0.0%
Holding current value
$1,184
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024

SELL
$20.87 - $47.31 $1,022 - $2,318
-49 Reduced 62.82%
29 $1,000
Q3 2023

Nov 08, 2023

SELL
$26.55 - $72.09 $769 - $2,090
-29 Reduced 27.1%
78 $2,000
Q2 2023

Aug 09, 2023

SELL
$12.1 - $37.7 $459 - $1,432
-38 Reduced 26.21%
107 $3,000
Q1 2023

May 10, 2023

BUY
$12.89 - $23.85 $528 - $977
41 Added 39.42%
145 $2,000
Q4 2022

Feb 08, 2023

SELL
$12.25 - $24.9 $281 - $572
-23 Reduced 18.11%
104 $1,000
Q3 2022

Nov 09, 2022

BUY
$20.79 - $36.28 $2,099 - $3,664
101 Added 388.46%
127 $3,000
Q2 2022

Aug 12, 2022

BUY
$28.0 - $113.85 $364 - $1,480
13 Added 100.0%
26 $1,000
Q4 2021

Feb 14, 2022

SELL
$131.5 - $390.0 $131 - $390
-1 Reduced 7.14%
13 $2,000
Q3 2021

Nov 12, 2021

BUY
$113.09 - $336.34 $1,583 - $4,708
14 New
14 $4,000

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 $3.32B
  • 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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