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Cassady Schiller Wealth Management’s Upstart Holdings UPST Stock Holding History

Cassady Schiller Wealth Management’s Portfolio UPST Stock Details UPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$309K Sell
5,013
-189
-4% -$11.8K 0.11% 89
2024
Q3 		$208K Buy
5,202
+1,009
+24% +$33.6K 0.08% 116
2024
Q2 		$98.9K Buy
4,193
+957
+30% +$23.1K 0.04% 156
2024
Q1 		$87K Buy
3,236
+488
+18% +$14.4K 0.04% 170
2023
Q4 		$112K Buy
2,748
+527
+24% +$16K 0.06% 143
2023
Q3 		$63.4K Buy
2,221
+526
+31% +$21.1K 0.04% 175
2023
Q2 		$60.7K Buy
1,695
+516
+44% +$11.9K 0.03% 177
2023
Q1 		$18.7K Buy
1,179
+483
+69% +$8.13K 0.01% 276
2022
Q4 		$9.2K Buy
+696
New +$13.4K 0.01% 327

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Cassady Schiller Wealth Management's UPST Position: Q4 2024 in Review

Cassady Schiller Wealth Management reduced its Upstart Holdings (UPST) stake by 3.6% in Q4 2024, selling an estimated $11.8K and leaving 5,013 shares worth $309K. The position accounts for 0.11% of the portfolio, ranked #89.

Cassady Schiller Wealth Management first reported a position in UPST in Q4 2022 and has held it in 9 quarters since. 391 funds tracked by Wall St. Rank hold UPST as of Q4 2024.

  • Cassady Schiller Wealth Management held 5,013 shares of Upstart Holdings worth $309K as of Q4 2024.
  • Cassady Schiller Wealth Management sold 189 Upstart Holdings shares in Q4 2024, an estimated $11.8K.
  • Upstart Holdings made up 0.11% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #89 holding.
  • Cassady Schiller Wealth Management first reported a position in Upstart Holdings in Q4 2022 and has held it in 9 quarters since.
  • 391 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.