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 $6,851. This represents 0.0% of its overall portfolio holdings.

Number of Shares
100
Previous 100 -0.0%
Holding current value
$6,851
Previous $2,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

SELL
$21.64 - $28.59 $435,764 - $575,716
-20,137 Reduced 99.51%
100 $2,000
Q1 2024

May 08, 2024

BUY
$23.25 - $38.8 $468,185 - $781,315
20,137 Added 20137.0%
20,237 $544,000
Q4 2021

Feb 02, 2022

BUY
$131.5 - $390.0 $13,150 - $39,000
100 New
100 $15,000

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 $5.57B
  • 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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