A detailed history of Clearstead Advisors, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Clearstead Advisors, LLC holds 35 shares of UPST stock, worth $1,819. This represents 0.0% of its overall portfolio holdings.

Number of Shares
35
Previous 35 -0.0%
Holding current value
$1,819
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 07, 2023

SELL
$12.1 - $37.7 $24 - $75
-2 Reduced 5.41%
35 $1,000
Q2 2022

Aug 12, 2022

BUY
$28.0 - $113.85 $280 - $1,138
10 Added 37.04%
37 $1,000
Q1 2022

May 04, 2022

SELL
$89.34 - $157.99 $4,735 - $8,373
-53 Reduced 66.25%
27 $3,000
Q4 2021

Feb 14, 2022

BUY
$131.5 - $390.0 $6,969 - $20,670
53 Added 196.3%
80 $12,000
Q3 2021

Nov 12, 2021

BUY
$113.09 - $336.34 $1,809 - $5,381
16 Added 145.45%
27 $9,000
Q2 2021

Aug 12, 2021

BUY
$84.05 - $170.0 $924 - $1,870
11 New
11 $1,000

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 $4.23B
  • 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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