Colonial Trust Advisors’s Upstart Holdings UPST Stock Holding History

Colonial Trust Advisors’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	–	Sell	-178	Closed	-$7.12K	–	783
2024 Q3	$7.12K	Hold	178	–	–	﹤0.01%	579
2024 Q2	$4.2K	Hold	178	–	–	﹤0.01%	626
2024 Q1	$4.79K	Hold	178	–	–	﹤0.01%	701
2023 Q4	$7.27K	Hold	178	–	–	﹤0.01%	556
2023 Q3	$5.08K	Hold	178	–	–	﹤0.01%	605
2023 Q2	$6.37K	Hold	178	–	–	﹤0.01%	591
2023 Q1	$2.83K	Hold	178	–	–	﹤0.01%	689
2022 Q4	$2.35K	Buy	+178	New	+$3.44K	﹤0.01%	703

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Colonial Trust Advisors's UPST Position: Q4 2024 in Review

Colonial Trust Advisors sold out of Upstart Holdings (UPST) in Q4 2024, closing a stake of 178 shares — an estimated $7.12K sold.

Colonial Trust Advisors first reported a position in UPST in Q4 2022 and held it in 8 quarters. The position peaked at $7.27K in Q4 2023. 391 funds tracked by Wall St. Rank hold UPST as of Q4 2024.

Colonial Trust Advisors reported no remaining Upstart Holdings position as of Q4 2024 after selling out during the quarter.
Colonial Trust Advisors sold 178 Upstart Holdings shares in Q4 2024, an estimated $7.12K.
Colonial Trust Advisors first reported a position in Upstart Holdings in Q4 2022 and held it in 8 quarters.
Colonial Trust Advisors's Upstart Holdings position peaked at $7.27K in Q4 2023.
391 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2024.

Based on Colonial Trust Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.