Ifp Advisors, Inc Upstart Holdings, Inc. Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Ifp Advisors, Inc holds 427 shares of UPST stock, worth $30,645. This represents 0.0% of its overall portfolio holdings.

Number of Shares

427

Previous 490 12.86%

Holding current value

$30,645

Previous $19,000 36.84%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$37.78 - $84.46 $2,380 - $5,320	-63 Reduced 12.86%	427 $26,000
Q1 2024 Jul 30, 2024	SELL	$23.25 - $38.8 $465 - $776	-20 Reduced 3.92%	490 $13,000
Q4 2023 Jan 09, 2024	BUY	$20.87 - $47.31 $939 - $2,128	45 Added 9.68%	510 $20,000
Q3 2023 Oct 12, 2023	SELL	$26.55 - $72.09 $4,593 - $12,471	-173 Reduced 27.12%	465 $13,000
Q2 2023 Aug 04, 2023	BUY	$12.1 - $37.7 $7,538 - $23,487	623 Added 4153.33%	638 $22,000
Q1 2023 Apr 18, 2023	SELL	$12.89 - $23.85 $24,607 - $45,529	-1,909 Reduced 99.22%	15 $0
Q4 2022 Feb 07, 2023	SELL	$12.25 - $24.9 $16,121 - $32,768	-1,316 Reduced 40.62%	1,924 $66,000
Q3 2022 Nov 08, 2022	BUY	$20.79 - $36.28 $686 - $1,197	33 Added 1.03%	3,240 $112,000
Q2 2022 Sep 06, 2022	BUY	$28.0 - $113.85 $89,796 - $365,116	3,207 New	3,207 $110,000
Q2 2022 Aug 12, 2022	SELL	$28.0 - $113.85 $89,796 - $365,116	-3,207 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$89.34 - $157.99 $239,967 - $424,361	2,686 Added 515.55%	3,207 $349,000
Q1 2022 Aug 08, 2022	BUY	$89.34 - $157.99 $14,919 - $26,384	167 Added 47.18%	521 $56,000
Q4 2021 Jan 12, 2022	SELL	$131.5 - $390.0 $58,254 - $172,770	-443 Reduced 55.58%	354 $53,000
Q3 2021 Oct 06, 2021	BUY	$113.09 - $336.34 $40,486 - $120,409	358 Added 81.55%	797 $252,000
Q2 2021 Jul 13, 2021	BUY	$84.05 - $170.0 $36,897 - $74,630	439 New	439 $54,000
Q1 2021 Apr 30, 2021	BUY	$43.99 - $164.87 $0 - $0	0 New	0 $0

Others Institutions Holding UPST

# of Institutions

476

Shares Held

57M

Call Options Held

14.5M

Put Options Held

18.4M

View Full List

About Upstart Holdings, Inc.

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $5.84B
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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