Upstart Hldgs shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Upstart Hldgs
Tip: Access up to 7 years of quarterly data
All positions including Upstart Hldgs held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Upstart Hldgs by Atria Wealth Solutions
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $299k | 7.3k | 40.86 |
2023-06-30 | $228k | 6.4k | 35.81 |
2023-03-31 | $198k | 15k | 13.22 |
2022-12-31 | $198k | 15k | 13.22 |
2022-09-30 | $288k | 14k | 20.79 |
2022-03-31 | $980k | 9.0k | 109.09 |