Financial Synergies Wealth Advisors, Inc. Upstart Holdings, Inc. Transaction History

Financial Synergies Wealth Advisors, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$23.25 - $38.8 $23 - $38	1 Added 50.0%	3 $81,000
Q4 2023 Apr 04, 2024	SELL	$20.87 - $47.31 $20 - $47	-1 Reduced 33.33%	2 $27,000
Q1 2023 Apr 04, 2024	BUY	$12.89 - $23.85 $12 - $23	1 Added 50.0%	3 $48,000
Q2 2022 Apr 04, 2024	BUY	$28.0 - $113.85 $56 - $227	2 New	2 $64,000

420

49.9M

10.6M

11.7M

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $6.02B
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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