Upstart Hldgs shares owned by Raymond James Financial Services Advisors
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Raymond James Financial Services Advisors
from 13F filings
Historical chart of Raymond James Financial Services Advisors investment in Upstart Hldgs
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Quarterly reported holdings in Upstart Hldgs by Raymond James Financial Services Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.5M | 87k | 40.01 |
| 2024-06-30 | $2.3M | 96k | 23.59 |
| 2024-03-31 | $1.9M | 71k | 26.89 |
| 2023-12-31 | $3.6M | 87k | 40.86 |
| 2023-09-30 | $2.3M | 80k | 28.54 |
| 2023-06-30 | $1.8M | 49k | 35.81 |
| 2023-03-31 | $596k | 38k | 15.89 |
| 2022-12-31 | $374k | 28k | 13.22 |
| 2022-09-30 | $773k | 37k | 20.78 |
| 2022-06-30 | $980k | 31k | 31.62 |
| 2022-03-31 | $2.2M | 20k | 109.09 |
| 2021-12-31 | $1.8M | 12k | 151.34 |
| 2021-09-30 | $3.4M | 11k | 316.43 |
| 2021-06-30 | $495k | 4.0k | 124.97 |
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