A detailed history of Avion Wealth transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Avion Wealth holds 51 shares of UPST stock, worth $3,020. This represents 0.0% of its overall portfolio holdings.

Number of Shares
51
Previous 51 -0.0%
Holding current value
$3,020
Previous $1,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 26, 2024

BUY
$21.64 - $28.59 $454 - $600
21 Added 70.0%
51 $1,000
Q1 2024

May 03, 2024

SELL
$23.25 - $38.8 $767 - $1,280
-33 Reduced 52.38%
30 $1,000
Q4 2023

Jan 26, 2024

SELL
$20.87 - $47.31 $1,064 - $2,412
-51 Reduced 44.74%
63 $3,000
Q3 2023

Oct 20, 2023

BUY
$26.55 - $72.09 $504 - $1,369
19 Added 20.0%
114 $2,000
Q2 2023

Jul 14, 2023

BUY
$12.1 - $37.7 $1,149 - $3,581
95 New
95 $3,000

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 $4.82B
  • 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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