A detailed history of Gps Wealth Strategies Group, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 159 shares of UPST stock, worth $11,775. This represents 0.0% of its overall portfolio holdings.

Number of Shares
159
Previous 653 75.65%
Holding current value
$11,775
Previous $15,000 60.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 29, 2024

SELL
$22.9 - $44.11 $11,312 - $21,790
-494 Reduced 75.65%
159 $6,000
Q2 2024

Jul 16, 2024

SELL
$21.64 - $28.59 $7,898 - $10,435
-365 Reduced 35.85%
653 $15,000
Q1 2024

Apr 30, 2024

SELL
$23.25 - $38.8 $5,115 - $8,536
-220 Reduced 17.77%
1,018 $27,000
Q4 2023

Jan 12, 2024

SELL
$20.87 - $47.31 $939 - $2,128
-45 Reduced 3.51%
1,238 $50,000
Q3 2023

Oct 25, 2023

BUY
$26.55 - $72.09 $823 - $2,234
31 Added 2.48%
1,283 $36,000
Q2 2023

Jul 17, 2023

BUY
$12.1 - $37.7 $592 - $1,847
49 Added 4.07%
1,252 $44,000
Q1 2023

Apr 17, 2023

BUY
$12.89 - $23.85 $15,506 - $28,691
1,203 New
1,203 $19,000
Q2 2022

Jul 19, 2022

BUY
$28.0 - $113.85 $29,764 - $121,022
1,063 Added 366.55%
1,353 $43,000
Q1 2022

Apr 20, 2022

BUY
$89.34 - $157.99 $25,908 - $45,817
290 New
290 $32,000

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 $6.02B
  • 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.
More about UPST
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