A detailed history of Steward Partners Investment Advisory, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 565 shares of UPST stock, worth $23,102. This represents 0.0% of its overall portfolio holdings.

Number of Shares
565
Previous 1,704 66.84%
Holding current value
$23,102
Previous $45,000 71.11%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 08, 2024

SELL
$21.64 - $28.59 $24,647 - $32,564
-1,139 Reduced 66.84%
565 $13,000
Q1 2024

May 15, 2024

BUY
$23.25 - $38.8 $27,551 - $45,978
1,185 Added 228.32%
1,704 $45,000
Q4 2023

Feb 12, 2024

SELL
$20.87 - $47.31 $2,608 - $5,913
-125 Reduced 19.41%
519 $21,000
Q2 2023

Aug 14, 2023

BUY
$12.1 - $37.7 $1,270 - $3,958
105 Added 19.48%
644 $23,000
Q1 2023

May 15, 2023

SELL
$12.89 - $23.85 $902 - $1,669
-70 Reduced 11.49%
539 $8,000
Q4 2022

Feb 15, 2023

SELL
$12.25 - $24.9 $3,650 - $7,420
-298 Reduced 32.86%
609 $8,000
Q3 2022

Nov 10, 2022

SELL
$20.79 - $36.28 $18,711 - $32,652
-900 Reduced 49.81%
907 $19,000
Q2 2022

Aug 04, 2022

SELL
$28.0 - $113.85 $29,596 - $120,339
-1,057 Reduced 36.91%
1,807 $57,000
Q1 2022

May 02, 2022

BUY
$89.34 - $157.99 $151,878 - $268,583
1,700 Added 146.05%
2,864 $312,000
Q4 2021

Feb 08, 2022

SELL
$131.5 - $390.0 $223,681 - $663,390
-1,701 Reduced 59.37%
1,164 $176,000
Q3 2021

Nov 12, 2021

BUY
$113.09 - $336.34 $6,672 - $19,844
59 Added 2.1%
2,865 $907,000
Q2 2021

Aug 13, 2021

BUY
$84.05 - $170.0 $206,426 - $417,520
2,456 Added 701.71%
2,806 $350,000
Q1 2021

May 14, 2021

BUY
$43.99 - $164.87 $15,396 - $57,704
350 New
350 $45,000

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 $3.33B
  • 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
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.