A detailed history of Optimum Investment Advisors transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Optimum Investment Advisors holds 310 shares of UPST stock, worth $21,204. This represents 0.01% of its overall portfolio holdings.

Number of Shares
310
Previous 310 -0.0%
Holding current value
$21,204
Previous $7,000 71.43%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Apr 11, 2024

SELL
$23.25 - $38.8 $5,812 - $9,700
-250 Reduced 44.64%
310 $8,000
Q2 2022

Jul 12, 2022

SELL
$28.0 - $113.85 $5,600 - $22,770
-200 Reduced 26.32%
560 $18,000
Q1 2022

Apr 08, 2022

BUY
$89.34 - $157.99 $3,126 - $5,529
35 Added 4.83%
760 $83,000
Q4 2021

Mar 17, 2022

BUY
$131.5 - $390.0 $74,297 - $220,350
565 Added 353.13%
725 $110,000
Q3 2021

Oct 22, 2021

SELL
$113.09 - $336.34 $33,927 - $100,901
-300 Reduced 65.22%
160 $51,000
Q2 2021

Aug 02, 2021

BUY
$84.05 - $170.0 $30,258 - $61,200
360 Added 360.0%
460 $57,000
Q1 2021

Apr 15, 2021

BUY
$43.99 - $164.87 $4,399 - $16,487
100 New
100 $13,000

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 $5.56B
  • 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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