UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

Venturi Wealth Management, LLC's Holding History (CIK: 0001666363)

Note: Option positions (PUT/CALL) are excluded.

Q4 2024
Shares 809 Value ($000) $50 Avg Close $62.34 Range $37.41 - $88.95
Q3 2024
Shares 816 Value ($000) $33 Avg Close $33.26 Range $20.60 - $45.71
Q2 2024
Shares 640 Value ($000) $15 Avg Close $24.13 Range $20.68 - $30.17
Q1 2024
Shares 124 Value ($000) $3 Avg Close $29.57 Range $22.81 - $40.82
Q4 2023
Shares 81 Value ($000) $3 Avg Close $30.45 Range $19.84 - $49.62
Q3 2023
Shares 1,559 Value ($000) $44 Avg Close $40.19 Range $25.85 - $72.58
Q2 2023
Shares 1,559 Value ($000) $56 Avg Close $23.00 Range $11.93 - $38.84
Q1 2023
Shares 1,559 Value ($000) $25 Avg Close $16.82 Range $12.53 - $26.35
Q1 2022
Shares 1,939 Value ($000) $212 Avg Close $115.22 Range $75.15 - $161.00
Q4 2021
Shares 1,639 Value ($000) $248 Avg Close $249.80 Range $128.45 - $401.49
Q3 2021
Shares 1,099 Value ($000) $348 Avg Close $197.24 Range $107.26 - $346.54