A detailed history of Kestra Advisory Services, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 7,263 shares of UPST stock, worth $537,897. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,263
Holding current value
$537,897
% of portfolio
0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$22.9 - $44.11 $166,322 - $320,370
7,263 New
7,263 $290,000
Q3 2022

Nov 01, 2022

BUY
$20.79 - $36.28 $133,638 - $233,207
6,428 Added 75.99%
14,887 $309 Million
Q2 2022

Aug 12, 2022

SELL
$28.0 - $113.85 $458,136 - $1.86 Million
-16,362 Reduced 65.92%
8,459 $267,000
Q1 2022

Apr 26, 2022

BUY
$89.34 - $157.99 $1.01 Million - $1.78 Million
11,284 Added 83.36%
24,821 $2.71 Million
Q4 2021

Jan 20, 2022

BUY
$131.5 - $390.0 $1.67 Million - $4.95 Million
12,684 Added 1486.99%
13,537 $2.05 Million
Q3 2021

Oct 19, 2021

BUY
$113.09 - $336.34 $96,465 - $286,898
853 New
853 $269,000

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 $6.02B
  • 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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