Upstart Hldgs shares owned by TCI Wealth Advisors
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by TCI Wealth Advisors
from 13F filings
Historical chart of TCI Wealth Advisors investment in Upstart Hldgs
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Quarterly reported holdings in Upstart Hldgs by TCI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 45k | 40.01 |
| 2024-06-30 | $991k | 42k | 23.59 |
| 2024-03-31 | $1.1M | 40k | 26.89 |
| 2023-12-31 | $1.4M | 34k | 40.86 |
| 2023-09-30 | $879k | 31k | 28.54 |
| 2023-06-30 | $922k | 26k | 35.81 |
| 2023-03-31 | $514k | 32k | 15.89 |
| 2022-12-31 | $386k | 29k | 13.22 |
| 2022-09-30 | $601k | 29k | 20.78 |
| 2022-06-30 | $913k | 29k | 31.62 |
| 2022-03-31 | $2.1M | 19k | 109.05 |
| 2021-12-31 | $2.8M | 19k | 151.28 |
| 2021-09-30 | $6.5M | 21k | 316.50 |