American Century Companies’s Wheels Up UP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-627
Closed -$129K 2693
2022
Q4
$129K Sell
627
-1,075
-63% -$277K ﹤0.01% 2419
2022
Q3
$391K Buy
1,702
+948
+126% +$380K ﹤0.01% 2041
2022
Q2
$294K Buy
+754
New +$403K ﹤0.01% 2059

Other funds holding UP

American Century Companies's UP Position: Q1 2023 in Review

American Century Companies sold out of Wheels Up (UP) in Q1 2023, closing a stake of 627 shares — an estimated $129K sold.

American Century Companies first reported a position in UP in Q2 2022 and held it in 3 quarters. The position peaked at $391K in Q3 2022. 184 funds tracked by Wall St. Rank hold UP as of Q1 2023.

  • American Century Companies reported no remaining Wheels Up position as of Q1 2023 after selling out during the quarter.
  • American Century Companies sold 627 Wheels Up shares in Q1 2023, an estimated $129K.
  • American Century Companies first reported a position in Wheels Up in Q2 2022 and held it in 3 quarters.
  • American Century Companies's Wheels Up position peaked at $391K in Q3 2022.
  • 184 funds tracked by Wall St. Rank held Wheels Up as of Q1 2023.

Based on American Century Companies's 13F filing for Q1 2023, filed 11 May 2023.