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Focused Wealth Management’s Vertical Aerospace EVTL Stock Holding History

Focused Wealth Management’s Portfolio EVTL Stock Details EVTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,047
Closed -$20.6K – 1061
2023
Q2 		$20.6K Hold
1,047
– – ﹤0.01% 430
2023
Q1 		$22.2K Buy
+1,047
New +$21.9K ﹤0.01% 436

Other funds holding EVTL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Focused Wealth Management's EVTL Position: Q3 2023 in Review

Focused Wealth Management sold out of Vertical Aerospace (EVTL) in Q3 2023, closing a stake of 1,047 shares — an estimated $20.6K sold.

Focused Wealth Management first reported a position in EVTL in Q1 2023 and held it in 2 quarters. The position peaked at $22.2K in Q1 2023. 21 funds tracked by Wall St. Rank hold EVTL as of Q3 2023.

  • Focused Wealth Management reported no remaining Vertical Aerospace position as of Q3 2023 after selling out during the quarter.
  • Focused Wealth Management sold 1,047 Vertical Aerospace shares in Q3 2023, an estimated $20.6K.
  • Focused Wealth Management first reported a position in Vertical Aerospace in Q1 2023 and held it in 2 quarters.
  • Focused Wealth Management's Vertical Aerospace position peaked at $22.2K in Q1 2023.
  • 21 funds tracked by Wall St. Rank held Vertical Aerospace as of Q3 2023.

Based on Focused Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.