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Financial Partners Group (Tennessee)’s Wheels Up UP Stock Holding History

Financial Partners Group (Tennessee)’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
-500
Closed -$63.3K – 81
2023
Q1 		$63.3K Buy
500
+250
+100% +$55.4K 0.03% 73
2022
Q4 		$51.5K Buy
+250
New +$64.5K 0.03% 69

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Jacobs Levy Equity Management
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Renaissance Technologies
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BlackRock
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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

Financial Partners Group (Tennessee)'s UP Position: Q2 2023 in Review

Financial Partners Group (Tennessee) sold out of Wheels Up (UP) in Q2 2023, closing a stake of 500 shares — an estimated $63.3K sold.

Financial Partners Group (Tennessee) first reported a position in UP in Q4 2022 and held it in 2 quarters. The position peaked at $63.3K in Q1 2023. 86 funds tracked by Wall St. Rank hold UP as of Q2 2023.

  • Financial Partners Group (Tennessee) reported no remaining Wheels Up position as of Q2 2023 after selling out during the quarter.
  • Financial Partners Group (Tennessee) sold 500 Wheels Up shares in Q2 2023, an estimated $63.3K.
  • Financial Partners Group (Tennessee) first reported a position in Wheels Up in Q4 2022 and held it in 2 quarters.
  • Financial Partners Group (Tennessee)'s Wheels Up position peaked at $63.3K in Q1 2023.
  • 86 funds tracked by Wall St. Rank held Wheels Up as of Q2 2023.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2023, filed 10 Aug 2023.