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Atlas Private Wealth Advisors’s Wheels Up UP Stock Holding History

Atlas Private 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
2023
Q2 		– Sell
-54
Closed -$6.9K – 189
2023
Q1 		$6.9K Buy
+54
New +$12K ﹤0.01% 130
2021
Q4 		– Sell
-7
Closed -$10K – 654
2021
Q3 		$10K Buy
+7
New +$11.5K 0.01% 472

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $391M AUM 6.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Atlas Private Wealth Advisors's UP Position: Q2 2023 in Review

Atlas Private Wealth Advisors sold out of Wheels Up (UP) in Q2 2023, closing a stake of 54 shares — an estimated $6.9K sold.

Atlas Private Wealth Advisors first reported a position in UP in Q3 2021 and held it in 2 quarters. The position peaked at $10K in Q3 2021. 86 funds tracked by Wall St. Rank hold UP as of Q2 2023.

  • Atlas Private Wealth Advisors reported no remaining Wheels Up position as of Q2 2023 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 54 Wheels Up shares in Q2 2023, an estimated $6.9K.
  • Atlas Private Wealth Advisors first reported a position in Wheels Up in Q3 2021 and held it in 2 quarters.
  • Atlas Private Wealth Advisors's Wheels Up position peaked at $10K in Q3 2021.
  • 86 funds tracked by Wall St. Rank held Wheels Up as of Q2 2023.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.