A detailed history of Cibc Private Wealth Group, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 145 shares of UPST stock, worth $11,383. This represents 0.0% of its overall portfolio holdings.

Number of Shares
145
Previous 154 5.84%
Holding current value
$11,383
Previous $3,000 66.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

SELL
$22.9 - $44.11 $206 - $396
-9 Reduced 5.84%
145 $5,000
Q2 2024

Aug 09, 2024

BUY
$21.64 - $28.59 $1,168 - $1,543
54 Added 54.0%
154 $3,000
Q1 2024

May 10, 2024

BUY
$23.25 - $38.8 $2,325 - $3,879
100 New
100 $2,000
Q2 2022

Aug 03, 2022

SELL
$28.0 - $113.85 $25,452 - $103,489
-909 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$89.34 - $157.99 $81,210 - $143,612
909 New
909 $99,000
Q3 2021

Nov 12, 2021

SELL
$113.09 - $336.34 $200,282 - $595,658
-1,771 Closed
0 $0
Q2 2021

Aug 16, 2021

BUY
$84.05 - $170.0 $148,852 - $301,070
1,771 New
1,771 $221,000

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 $6.39B
  • 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.
More about UPST
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