A detailed history of Steel Peak Wealth Management LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 15,637 shares of UPST stock, worth $1.03 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,637
Previous 20,701 24.46%
Holding current value
$1.03 Million
Previous $828,000 16.18%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025

SELL
$37.78 - $84.46 $191,317 - $427,705
-5,064 Reduced 24.46%
15,637 $962,000
Q3 2024

Oct 25, 2024

BUY
$22.9 - $44.11 $474,052 - $913,121
20,701 New
20,701 $828,000
Q4 2021

Jan 31, 2022

SELL
$131.5 - $390.0 $125,188 - $371,280
-952 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$113.09 - $336.34 $107,661 - $320,195
952 New
952 $301,000

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 $5.33B
  • 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 Steel Peak Wealth Management LLC Portfolio

Follow Steel Peak Wealth Management 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 Steel Peak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steel Peak Wealth Management LLC with notifications on news.