UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2023
Shares 24,005 Value ($000) $783 Avg Close $30.45 Range $19.84 - $49.62
Q3 2023
Shares 15,129 Value ($000) $432 Avg Close $40.19 Range $25.85 - $72.58
Q2 2023
Shares 16,510 Value ($000) $591 Avg Close $23.00 Range $11.93 - $38.84
Q1 2023
Shares 21,377 Value ($000) $340 Avg Close $16.82 Range $12.53 - $26.35
Q3 2022
Shares 10,285 Value ($000) $214 Avg Close $26.90 Range $20.22 - $37.67
Q2 2022
Shares 17,091 Value ($000) $540 Avg Close $59.55 Range $25.43 - $116.90
Q1 2022
Shares 33,021 Value ($000) $3,602 Avg Close $115.22 Range $75.15 - $161.00
Q4 2021
Shares 14,288 Value ($000) $2,162 Avg Close $249.80 Range $128.45 - $401.49
Q3 2021
Shares 8,183 Value ($000) $2,589 Avg Close $197.24 Range $107.26 - $346.54
Q2 2021
Shares 9,724 Value ($000) $1,215 Avg Close $123.07 Range $80.85 - $191.89