A detailed history of Plante Moran Financial Advisors, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 711 shares of UPST stock, worth $36,957. This represents 0.0% of its overall portfolio holdings.

Number of Shares
711
Previous 470 51.28%
Holding current value
$36,957
Previous $12,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 12, 2024

BUY
$21.64 - $28.59 $5,215 - $6,890
241 Added 51.28%
711 $16,000
Q1 2024

May 09, 2024

BUY
$23.25 - $38.8 $10,927 - $18,236
470 New
470 $12,000
Q1 2023

May 08, 2023

BUY
$12.89 - $23.85 $5,297 - $9,802
411 New
411 $6,000
Q2 2022

Aug 02, 2022

SELL
$28.0 - $113.85 $32,396 - $131,724
-1,157 Reduced 65.52%
609 $19,000
Q1 2022

May 06, 2022

BUY
$89.34 - $157.99 $139,906 - $247,412
1,566 Added 783.0%
1,766 $193,000
Q4 2021

Feb 09, 2022

BUY
$131.5 - $390.0 $26,300 - $78,000
200 New
200 $30,000

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 $4.23B
  • 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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