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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

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Quarterly 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