A detailed history of Strategic Wealth Advisors Group, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 17,875 shares of UPST stock, worth $1.22 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
17,875
Previous 12,480 43.23%
Holding current value
$1.22 Million
Previous $419,000 11.22%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022

BUY
$20.79 - $36.28 $112,162 - $195,730
5,395 Added 43.23%
17,875 $372,000
Q2 2022

Aug 12, 2022

BUY
$28.0 - $113.85 $349,440 - $1.42 Million
12,480 New
12,480 $419,000

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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