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 214 shares of UPST stock, worth $11,870. This represents 0.0% of its overall portfolio holdings.

Number of Shares
214
Previous 221 3.17%
Holding current value
$11,870
Previous $5,000 60.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 17, 2024

SELL
$22.9 - $44.11 $160 - $308
-7 Reduced 3.17%
214 $8,000
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
Q4 2022

Oct 10, 2024

BUY
$12.25 - $24.9 $34,287 - $69,695
2,799 Added 137.88%
4,829 $63.8 Million
Q3 2022

Oct 10, 2024

BUY
$20.79 - $36.28 $37,609 - $65,630
1,809 Added 818.55%
2,030 $42.2 Million
Q2 2022

Oct 17, 2024

BUY
$28.0 - $113.85 $11,928 - $48,500
426 Added 44.28%
1,388 $43.9 Million
Q1 2022

Oct 17, 2024

BUY
$89.34 - $157.99 $66,826 - $118,176
748 Added 349.53%
962 $105 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 $4.51B
  • 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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