A detailed history of Fiducient Advisors LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Fiducient Advisors LLC holds 14,000 shares of UPST stock, worth $1.1 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
14,000
Previous 18,000 22.22%
Holding current value
$1.1 Million
Previous $424,000 32.08%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 25, 2024

SELL
$22.9 - $44.11 $91,600 - $176,440
-4,000 Reduced 22.22%
14,000 $560,000
Q2 2024

Aug 06, 2024

BUY
$21.64 - $28.59 $151,480 - $200,130
7,000 Added 63.64%
18,000 $424,000
Q1 2024

May 10, 2024

BUY
$23.25 - $38.8 $255,750 - $426,799
11,000 New
11,000 $295,000

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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