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CFM Wealth Partners’s Wheels Up UP Stock Holding History

CFM Wealth Partners’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
-115
Closed -$14.6K – 168
2023
Q1 		$14.6K Buy
+115
New +$25.5K ﹤0.01% 155
2022
Q4 		– Sell
-115
Closed -$26K – 165
2022
Q3 		$26K Hold
115
– – 0.01% 152
2022
Q2 		$45K Buy
+115
New +$61.4K 0.01% 162
2022
Q1 		– Sell
-115
Closed -$106K – 185
2021
Q4 		$106K Hold
115
– – 0.02% 179
2021
Q3 		$151K Buy
+115
New +$189K 0.04% 182

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 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 $1.61B AUM 28.28% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return