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Atticus Wealth Management’s Wheels Up UP Stock Holding History

Atticus Wealth Management’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
Q4 		– Sell
-1
Closed – – 638
2022
Q3 		$0 Hold
1
– – ﹤0.01% 621
2022
Q2 		$0 Sell
1
-25
-96% -$13.4K ﹤0.01% 650
2022
Q1 		$16K Buy
26
+25
+2,500% +$18K 0.01% 361
2021
Q4 		$1K Hold
1
– – ﹤0.01% 434
2021
Q3 		$1K Buy
+1
New +$1.64K ﹤0.01% 399

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $391M AUM 6.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 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

Atticus Wealth Management's UP Position: Q4 2022 in Review

Atticus Wealth Management sold out of Wheels Up (UP) in Q4 2022, closing a stake of 1 share.

Atticus Wealth Management first reported a position in UP in Q3 2021 and held it in 5 quarters. The position peaked at $16K in Q1 2022. 202 funds tracked by Wall St. Rank hold UP as of Q4 2022.

  • Atticus Wealth Management reported no remaining Wheels Up position as of Q4 2022 after selling out during the quarter.
  • Atticus Wealth Management sold 1 Wheels Up share in Q4 2022.
  • Atticus Wealth Management first reported a position in Wheels Up in Q3 2021 and held it in 5 quarters.
  • Atticus Wealth Management's Wheels Up position peaked at $16K in Q1 2022.
  • 202 funds tracked by Wall St. Rank held Wheels Up as of Q4 2022.

Based on Atticus Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.