Upstart Hldgs shares owned by Stratos Wealth Partners
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Stratos Wealth Partners
from 13F filings
Historical chart of Stratos Wealth Partners investment in Upstart Hldgs
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Quarterly reported holdings in Upstart Hldgs by Stratos Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $316k | 12k | 26.89 |
| 2023-12-31 | $482k | 12k | 40.86 |
| 2023-09-30 | $319k | 11k | 28.54 |
| 2023-06-30 | $317k | 8.8k | 35.81 |
| 2022-06-30 | $311k | 9.8k | 31.62 |
| 2022-03-31 | $680k | 6.2k | 109.13 |
| 2021-12-31 | $801k | 5.3k | 151.30 |
| 2021-09-30 | $1.2M | 3.7k | 316.32 |