A detailed history of Ifp Advisors, Inc transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Ifp Advisors, Inc holds 490 shares of UPST stock, worth $25,470. This represents 0.0% of its overall portfolio holdings.

Number of Shares
490
Previous 490 -0.0%
Holding current value
$25,470
Previous $13,000 15.38%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jul 30, 2024

SELL
$23.25 - $38.8 $465 - $776
-20 Reduced 3.92%
490 $13,000
Q4 2023

Jan 09, 2024

BUY
$20.87 - $47.31 $939 - $2,128
45 Added 9.68%
510 $20,000
Q3 2023

Oct 12, 2023

SELL
$26.55 - $72.09 $4,593 - $12,471
-173 Reduced 27.12%
465 $13,000
Q2 2023

Aug 04, 2023

BUY
$12.1 - $37.7 $7,538 - $23,487
623 Added 4153.33%
638 $22,000
Q1 2023

Apr 18, 2023

SELL
$12.89 - $23.85 $24,607 - $45,529
-1,909 Reduced 99.22%
15 $0
Q4 2022

Feb 07, 2023

SELL
$12.25 - $24.9 $16,121 - $32,768
-1,316 Reduced 40.62%
1,924 $66,000
Q3 2022

Nov 08, 2022

BUY
$20.79 - $36.28 $686 - $1,197
33 Added 1.03%
3,240 $112,000
Q2 2022

Sep 06, 2022

BUY
$28.0 - $113.85 $89,796 - $365,116
3,207 New
3,207 $110,000
Q2 2022

Aug 12, 2022

SELL
$28.0 - $113.85 $89,796 - $365,116
-3,207 Closed
0 $0
Q1 2022

Sep 06, 2022

BUY
$89.34 - $157.99 $239,967 - $424,361
2,686 Added 515.55%
3,207 $349,000
Q1 2022

Aug 08, 2022

BUY
$89.34 - $157.99 $14,919 - $26,384
167 Added 47.18%
521 $56,000
Q4 2021

Jan 12, 2022

SELL
$131.5 - $390.0 $58,254 - $172,770
-443 Reduced 55.58%
354 $53,000
Q3 2021

Oct 06, 2021

BUY
$113.09 - $336.34 $40,486 - $120,409
358 Added 81.55%
797 $252,000
Q2 2021

Jul 13, 2021

BUY
$84.05 - $170.0 $36,897 - $74,630
439 New
439 $54,000
Q1 2021

Apr 30, 2021

BUY
$43.99 - $164.87 $0 - $0
0 New
0 $0

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 $4.23B
  • 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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