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First Personal Financial Services’s Wheels Up UP Stock Holding History

First Personal Financial Services’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
2024
Q3 		$242 Hold
5
– – ﹤0.01% 444
2024
Q2 		$189 Hold
5
– – ﹤0.01% 355
2024
Q1 		$287 Hold
5
– – ﹤0.01% 356
2023
Q4 		$343 Hold
5
– – ﹤0.01% 374
2023
Q3 		$207 Hold
5
– – ﹤0.01% 382
2023
Q2 		$117 Hold
5
– – ﹤0.01% 377
2023
Q1 		$633 Hold
5
– – ﹤0.01% 394
2022
Q4 		$1.03K Hold
5
– – ﹤0.01% 381
2022
Q3 		$1K Hold
5
– – ﹤0.01% 424
2022
Q2 		$2K Buy
+5
New +$2.67K ﹤0.01% 321

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $391M AUM 6.2% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.18B AUM 54.89% 1-Year Est. Return
WOC
West Oak Capital Westlake Village, California $252M AUM 17.57% 1-Year Est. Return
KA
Kore Advisors Boynton Beach, Florida $96.2M AUM 942.37% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

First Personal Financial Services's UP Position: Q3 2024 in Review

First Personal Financial Services held its Wheels Up (UP) position steady in Q3 2024 at 5 shares worth $242. The position accounts for ﹤0.01% of the portfolio, ranked #444.

First Personal Financial Services first reported a position in UP in Q2 2022 and has held it in 10 quarters since. The position peaked at $2K in Q2 2022. 109 funds tracked by Wall St. Rank hold UP as of Q3 2024.

  • First Personal Financial Services held 5 shares of Wheels Up worth $242 as of Q3 2024.
  • First Personal Financial Services left its Wheels Up share count unchanged in Q3 2024.
  • Wheels Up made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #444 holding.
  • First Personal Financial Services first reported a position in Wheels Up in Q2 2022 and has held it in 10 quarters since.
  • First Personal Financial Services's Wheels Up position peaked at $2K in Q2 2022.
  • 109 funds tracked by Wall St. Rank held Wheels Up as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.