FCA
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FinTrust Capital Advisors’s Wheels Up UP Stock Holding History

FinTrust Capital 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
Q4 		– Sell
-10
Closed -$414 – 1342
2023
Q3 		$414 Sell
10
-90
-90% -$3.63K ﹤0.01% 1177
2023
Q2 		$2.06K Buy
100
+90
+900% +$6.36K ﹤0.01% 1005
2023
Q1 		$2.06K Hold
10
– – ﹤0.01% 997
2022
Q4 		$2.06K Hold
10
– – ﹤0.01% 994
2022
Q3 		$2K Hold
10
– – ﹤0.01% 1145
2022
Q2 		$4K Sell
10
-8
-44% -$4.27K ﹤0.01% 1070
2022
Q1 		$11K Hold
18
– – ﹤0.01% 928
2021
Q4 		$16K Hold
18
– – ﹤0.01% 812
2021
Q3 		$23K Buy
18
+8
+80% +$13.1K 0.01% 714
2021
Q2 		$20K Buy
+10
New +$20K 0.01% 768

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return
KA
Kore Advisors Boynton Beach, Florida $92.9M AUM 730.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $163M AUM 17.04% 1-Year Est. Return