Heritage Wealth Advisors Upstart Holdings, Inc. Transaction History
Heritage Wealth Advisors
- $2.16 Billion
- Q2 2024
A detailed history of Heritage Wealth Advisors transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Heritage Wealth Advisors holds 100 shares of UPST stock, worth $3,778. This represents 0.0% of its overall portfolio holdings.
Number of Shares
100
Previous 20,237
99.51%
Holding current value
$3,778
Previous $544,000
99.63%
% of portfolio
0.0%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding UPST
# of Institutions
325Shares Held
39.3MCall Options Held
6.95MPut Options Held
8.92M-
Vanguard Group Inc Valley Forge, PA7.3MShares$276 Million0.0% of portfolio
-
Black Rock Inc. New York, NY5.66MShares$214 Million0.0% of portfolio
-
State Street Corp Boston, MA2.26MShares$85.5 Million0.0% of portfolio
-
Geode Capital Management, LLC Boston, MA1.79MShares$67.5 Million0.0% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA1.53MShares$57.7 Million0.01% of portfolio
About Upstart Holdings, Inc.
- Ticker UPST
- Exchange NASDAQ
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 81,348,000
- Market Cap $3.07B
- 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.