Cetera Advisors LLC Upstart Holdings, Inc. Transaction History

Cetera Advisors LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$23.25 - $38.8 $160,401 - $267,681	6,899 Added 66.6%	17,258 $464,000
Q4 2023 Feb 13, 2024	BUY	$20.87 - $47.31 $216,192 - $490,084	10,359 New	10,359 $423,000
Q2 2023 Aug 09, 2023	SELL	$12.1 - $37.7 $20,182 - $62,883	-1,668 Reduced 11.75%	12,533 $448,000
Q1 2023 May 15, 2023	SELL	$12.89 - $23.85 $4,279 - $7,918	-332 Reduced 2.28%	14,201 $225,000
Q4 2022 Feb 14, 2023	BUY	$12.25 - $24.9 $178,029 - $361,871	14,533 New	14,533 $192,000
Q2 2022 Aug 11, 2022	SELL	$28.0 - $113.85 $55,384 - $225,195	-1,978 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$89.34 - $157.99 $176,714 - $312,504	1,978 New	1,978 $216,000
Q4 2021 Feb 14, 2022	SELL	$131.5 - $390.0 $103,622 - $307,320	-788 Closed	0 $0
Q3 2021 Nov 16, 2021	BUY	$113.09 - $336.34 $89,114 - $265,035	788 New	788 $249,000

421

49.9M

10.6M

11.7M

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $6.39B
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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