J.W. Cole Advisors, Inc. Upstart Holdings, Inc. Transaction History

J.W. Cole Advisors, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 31, 2024	BUY	$20.87 - $47.31 $238,439 - $540,516	11,425 New	11,425 $466,000
Q2 2022 Jul 27, 2022	SELL	$28.0 - $113.85 $59,416 - $241,589	-2,122 Closed	0 $0
Q1 2022 Jun 10, 2022	SELL	$89.34 - $157.99 $19.3 Million - $34.1 Million	-215,531 Reduced 99.03%	2,122 $231,000
Q1 2022 May 16, 2022	BUY	$89.34 - $157.99 $19.3 Million - $34.1 Million	216,097 Added 13887.98%	217,653 $16,000
Q4 2021 Jan 25, 2022	BUY	$131.5 - $390.0 $35,242 - $104,520	268 Added 20.81%	1,556 $235,000
Q3 2021 Oct 26, 2021	BUY	$113.09 - $336.34 $145,659 - $433,205	1,288 New	1,288 $408,000

421

49.9M

10.6M

11.7M

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $6.39B
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.

Get notified when there are updates to the investment portfolio of J.W. Cole Advisors, Inc., based on Form 13F filings with the SEC.

Stay updated on J.W. Cole Advisors, Inc. with notifications on news.