Aaron Wealth Advisors’s Wheels Up UP Stock Holding History

Aaron Wealth Advisors’s Portfolio UP Stock Details UP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-100	Closed	-$39K	–	240
2022 Q2	$39K	Hold	100	–	–	0.01%	190
2022 Q1	$62.2K	Buy	100 +12	+14%	+$8.66K	0.01%	376
2021 Q4	$81K	Buy	+88	New	+$103K	0.02%	174

Other funds holding UP

DAL

Delta Air Lines Atlanta, Georgia $391M AUM 6.2% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Aaron Wealth Advisors's UP Position: Q3 2022 in Review

Aaron Wealth Advisors sold out of Wheels Up (UP) in Q3 2022, closing a stake of 100 shares — an estimated $39K sold.

Aaron Wealth Advisors first reported a position in UP in Q4 2021 and held it in 3 quarters. The position peaked at $81K in Q4 2021. 201 funds tracked by Wall St. Rank hold UP as of Q3 2022.

Aaron Wealth Advisors reported no remaining Wheels Up position as of Q3 2022 after selling out during the quarter.
Aaron Wealth Advisors sold 100 Wheels Up shares in Q3 2022, an estimated $39K.
Aaron Wealth Advisors first reported a position in Wheels Up in Q4 2021 and held it in 3 quarters.
Aaron Wealth Advisors's Wheels Up position peaked at $81K in Q4 2021.
201 funds tracked by Wall St. Rank held Wheels Up as of Q3 2022.

Based on Aaron Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.