A detailed history of Wmg Financial Advisors, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 44,107 shares of UPST stock, worth $3.11 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
44,107
Previous 43,732 0.86%
Holding current value
$3.11 Million
Previous $1.03 Million 71.1%
% of portfolio
0.85%
Previous 0.58%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$22.9 - $44.11 $8,587 - $16,541
375 Added 0.86%
44,107 $1.76 Million
Q2 2024

Jul 30, 2024

SELL
$21.64 - $28.59 $116,856 - $154,386
-5,400 Reduced 10.99%
43,732 $1.03 Million
Q1 2024

May 07, 2024

SELL
$23.25 - $38.8 $46,500 - $77,600
-2,000 Reduced 3.91%
49,132 $1.32 Million
Q4 2023

Feb 08, 2024

SELL
$20.87 - $47.31 $600,805 - $1.36 Million
-28,788 Reduced 36.02%
51,132 $2.09 Million
Q2 2023

Aug 03, 2023

SELL
$12.1 - $37.7 $30,371 - $94,627
-2,510 Reduced 3.05%
79,920 $2.86 Million
Q1 2023

Apr 18, 2023

BUY
$12.89 - $23.85 $9,796 - $18,126
760 Added 0.93%
82,430 $1.31 Million
Q4 2022

Feb 10, 2023

BUY
$12.25 - $24.9 $33,712 - $68,524
2,752 Added 3.49%
81,670 $1.08 Million
Q3 2022

Oct 18, 2022

SELL
$20.79 - $36.28 $8,523 - $14,874
-410 Reduced 0.52%
78,918 $1.64 Million
Q2 2022

Aug 08, 2022

BUY
$28.0 - $113.85 $1.1 Million - $4.47 Million
39,303 Added 98.2%
79,328 $2.51 Million
Q1 2022

Apr 18, 2022

BUY
$89.34 - $157.99 $1.71 Million - $3.02 Million
19,125 Added 91.51%
40,025 $4.37 Million
Q4 2021

Feb 14, 2022

BUY
$131.5 - $390.0 $2.75 Million - $8.15 Million
20,900 New
20,900 $3.16 Million

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 $5.73B
  • 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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