A detailed history of Wr Wealth Planners, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 221 shares of UPST stock, worth $8,466. This represents 0.0% of its overall portfolio holdings.

Number of Shares
221
Previous 246 10.16%
Holding current value
$8,466
Previous $6,000 16.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 31, 2024

SELL
$21.64 - $28.59 $541 - $714
-25 Reduced 10.16%
221 $5,000
Q1 2024

Jul 31, 2024

BUY
$23.25 - $38.8 $5,719 - $9,544
246 New
246 $6,000
Q3 2023

Aug 01, 2024

SELL
$26.55 - $72.09 $1,725 - $4,685
-65 Reduced 13.16%
429 $12.2 Million
Q2 2023

Aug 01, 2024

BUY
$12.1 - $37.7 $3,303 - $10,292
273 Added 123.53%
494 $17.7 Million
Q1 2023

Aug 01, 2024

BUY
$12.89 - $23.85 $7,205 - $13,332
559 Added 252.94%
780 $12.4 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 $3.12B
  • 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 Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, 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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.