Upstart Hldgs shares owned by Cassady Schiller Wealth Management
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Cassady Schiller Wealth Management
from 13F filings
Historical chart of Cassady Schiller Wealth Management investment in Upstart Hldgs
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Quarterly reported holdings in Upstart Hldgs by Cassady Schiller Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $309k | 5.0k | 61.57 |
| 2024-09-30 | $208k | 5.2k | 40.01 |
| 2024-06-30 | $99k | 4.2k | 23.59 |
| 2024-03-31 | $87k | 3.2k | 26.89 |
| 2023-12-31 | $112k | 2.7k | 40.86 |
| 2023-09-30 | $63k | 2.2k | 28.54 |
| 2023-06-30 | $61k | 1.7k | 35.81 |
| 2023-03-31 | $19k | 1.2k | 15.89 |
| 2022-12-31 | $9.2k | 696 | 13.22 |
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