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Clear Perspective Advisors’s Wheels Up UP Stock Holding History

Clear Perspective 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
2021
Q4 		$282K Hold
304
– – 0.09% 146
2021
Q3 		$400K Buy
+304
New +$499K 0.14% 104

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Clear Perspective Advisors's UP Position: Q4 2021 in Review

Clear Perspective Advisors held its Wheels Up (UP) position steady in Q4 2021 at 304 shares worth $282K. The position accounts for 0.09% of the portfolio, ranked #146.

Clear Perspective Advisors first reported a position in UP in Q3 2021 and has held it in 2 quarters since. The position peaked at $400K in Q3 2021. 184 funds tracked by Wall St. Rank hold UP as of Q4 2021.

  • Clear Perspective Advisors held 304 shares of Wheels Up worth $282K as of Q4 2021.
  • Clear Perspective Advisors left its Wheels Up share count unchanged in Q4 2021.
  • Wheels Up made up 0.09% of Clear Perspective Advisors's portfolio in Q4 2021, its #146 holding.
  • Clear Perspective Advisors first reported a position in Wheels Up in Q3 2021 and has held it in 2 quarters since.
  • Clear Perspective Advisors's Wheels Up position peaked at $400K in Q3 2021.
  • 184 funds tracked by Wall St. Rank held Wheels Up as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.