Upstart Hldgs shares owned by AE Wealth Management
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Upstart Hldgs
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Quarterly reported holdings in Upstart Hldgs by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $783k | 24k | 32.62 |
| 2023-09-30 | $432k | 15k | 28.54 |
| 2023-06-30 | $591k | 17k | 35.81 |
| 2023-03-31 | $340k | 21k | 15.89 |
| 2022-09-30 | $214k | 10k | 20.81 |
| 2022-06-30 | $540k | 17k | 31.60 |
| 2022-03-31 | $3.6M | 33k | 109.08 |
| 2021-12-31 | $2.2M | 14k | 151.32 |
| 2021-09-30 | $2.6M | 8.2k | 316.39 |
| 2021-06-30 | $1.2M | 9.7k | 124.95 |