Winch Advisory Services, LLC Upstart Holdings, Inc. Transaction History

Winch Advisory Services, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	SELL	$28.0 - $113.85 $8,036 - $32,674	-287 Closed	0 $0
Q1 2022 Apr 26, 2022	BUY	$89.34 - $157.99 $25,640 - $45,343	287 New	287 $31,000
Q4 2021 Feb 04, 2022	SELL	$131.5 - $390.0 $18,936 - $56,160	-144 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	$113.09 - $336.34 $7,124 - $21,189	63 Added 77.78%	144 $46,000
Q2 2021 Aug 05, 2021	BUY	$84.05 - $170.0 $3,950 - $7,990	47 Added 138.24%	81 $10,000
Q1 2021 May 03, 2021	BUY	$43.99 - $164.87 $1,495 - $5,605	34 New	34 $4,000

421

49.9M

10.6M

11.7M

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $6.39B
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.

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