A detailed history of Global Retirement Partners, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Global Retirement Partners, LLC holds 82 shares of UPST stock, worth $3,141. This represents 0.0% of its overall portfolio holdings.

Number of Shares
82
Previous 82 -0.0%
Holding current value
$3,141
Previous $2,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 18, 2024

BUY
$20.87 - $47.31 $250 - $567
12 Added 17.14%
82 $3,000
Q2 2023

Jul 20, 2023

SELL
$12.1 - $37.7 $363 - $1,131
-30 Reduced 30.0%
70 $2,000
Q1 2023

May 05, 2023

BUY
$12.89 - $23.85 $206 - $381
16 Added 19.05%
100 $1,000
Q3 2022

Nov 03, 2022

SELL
$20.79 - $36.28 $623 - $1,088
-30 Reduced 26.32%
84 $2,000
Q1 2022

Jul 14, 2022

BUY
$89.34 - $157.99 $10,184 - $18,010
114 New
114 $4,000

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 $3.12B
  • 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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