CTC
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Central Trust Company’s Upstart Holdings UPST Stock Holding History

Central Trust Company’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
2023
Q4 		– Sell
-100
Closed -$2.85K – 1424
2023
Q3 		$2.85K Hold
100
– – ﹤0.01% 1221
2023
Q2 		$3.58K Hold
100
– – ﹤0.01% 1130
2023
Q1 		$1.59K Hold
100
– – ﹤0.01% 1201
2022
Q4 		$1.32K Sell
100
-100
-50% -$1.93K ﹤0.01% 1185
2022
Q3 		$4K Sell
200
-200
-50% -$5.38K ﹤0.01% 1142
2022
Q2 		$12K Hold
400
– – ﹤0.01% 1021
2022
Q1 		$44K Buy
400
+200
+100% +$23K ﹤0.01% 831
2021
Q4 		$30K Buy
200
+100
+100% +$25K ﹤0.01% 884
2021
Q3 		$32K Buy
+100
New +$19.7K ﹤0.01% 834

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Jane Street
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State Street
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Geode Capital Management
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return