A detailed history of Tci Wealth Advisors, Inc. transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 44,756 shares of UPST stock, worth $3.07 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
44,756
Previous 42,024 6.5%
Holding current value
$3.07 Million
Previous $991,000 80.63%
% of portfolio
0.16%
Previous 0.1%

Shares

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

Oct 24, 2024

BUY
$22.9 - $44.11 $62,562 - $120,508
2,732 Added 6.5%
44,756 $1.79 Million
Q2 2024

Jul 30, 2024

BUY
$21.64 - $28.59 $44,426 - $58,695
2,053 Added 5.14%
42,024 $991,000
Q1 2024

May 07, 2024

BUY
$23.25 - $38.8 $141,546 - $236,214
6,088 Added 17.97%
39,971 $1.07 Million
Q4 2023

Feb 06, 2024

BUY
$20.87 - $47.31 $64,509 - $146,235
3,091 Added 10.04%
33,883 $1.38 Million
Q3 2023

Oct 31, 2023

BUY
$26.55 - $72.09 $134,050 - $363,982
5,049 Added 19.61%
30,792 $878,000
Q2 2023

Aug 04, 2023

SELL
$12.1 - $37.7 $80,174 - $249,800
-6,626 Reduced 20.47%
25,743 $921,000
Q1 2023

May 03, 2023

BUY
$12.89 - $23.85 $41,080 - $76,009
3,187 Added 10.92%
32,369 $514,000
Q4 2022

Feb 06, 2023

BUY
$12.25 - $24.9 $3,160 - $6,424
258 Added 0.89%
29,182 $385,000
Q3 2022

Nov 08, 2022

BUY
$20.79 - $36.28 $1,018 - $1,777
49 Added 0.17%
28,924 $601,000
Q2 2022

Jul 19, 2022

BUY
$28.0 - $113.85 $269,052 - $1.09 Million
9,609 Added 49.88%
28,875 $913,000
Q1 2022

Apr 29, 2022

BUY
$89.34 - $157.99 $41,721 - $73,781
467 Added 2.48%
19,266 $2.1 Million
Q4 2021

Jan 24, 2022

BUY
$131.5 - $390.0 $26,563 - $78,780
202 Added 1.09%
18,799 $2.84 Million
Q3 2021

Oct 29, 2021

BUY
$113.09 - $336.34 $2.1 Million - $6.25 Million
18,597 New
18,597 $5.89 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 $5.57B
  • 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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