A detailed history of Ica Group Wealth Management, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 90 shares of UPST stock, worth $5,472. This represents 0.0% of its overall portfolio holdings.

Number of Shares
90
Previous 1,536 94.14%
Holding current value
$5,472
Previous $41,000 95.12%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Aug 08, 2024

SELL
$21.64 - $28.59 $31,291 - $41,341
-1,446 Reduced 94.14%
90 $2,000
Q1 2024

May 14, 2024

BUY
$23.25 - $38.8 $1,162 - $1,939
50 Added 3.36%
1,536 $41,000
Q4 2023

Mar 07, 2024

BUY
$20.87 - $47.31 $31,012 - $70,302
1,486 New
1,486 $60,000
Q2 2023

Aug 11, 2023

SELL
$12.1 - $37.7 $484 - $1,508
-40 Reduced 2.27%
1,726 $61,000
Q4 2022

Feb 14, 2023

BUY
$12.25 - $24.9 $21,633 - $43,973
1,766 New
1,766 $23,000

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 $4.95B
  • 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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