FF
UP icon

FourThought Financial’s Wheels Up UP Stock Holding History

FourThought Financial’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
2022
Q3 		$8K Hold
33
– – ﹤0.01% 1095
2022
Q2 		$13K Buy
33
+7
+27% +$3.74K ﹤0.01% 967
2022
Q1 		$16K Hold
26
– – ﹤0.01% 960
2021
Q4 		$24K Hold
26
– – ﹤0.01% 887
2021
Q3 		$33K Buy
26
+1
+4% +$1.64K ﹤0.01% 820
2021
Q2 		$50K Sell
25
-2
-7% -$4K 0.01% 705
2021
Q1 		$53K Buy
+27
New +$56.9K 0.01% 677

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FourThought Financial's UP Position: Q3 2022 in Review

FourThought Financial held its Wheels Up (UP) position steady in Q3 2022 at 33 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

FourThought Financial first reported a position in UP in Q1 2021 and has held it in 7 quarters since. The position peaked at $53K in Q1 2021. 201 funds tracked by Wall St. Rank hold UP as of Q3 2022.

  • FourThought Financial held 33 shares of Wheels Up worth $8K as of Q3 2022.
  • FourThought Financial left its Wheels Up share count unchanged in Q3 2022.
  • Wheels Up made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1095 holding.
  • FourThought Financial first reported a position in Wheels Up in Q1 2021 and has held it in 7 quarters since.
  • FourThought Financial's Wheels Up position peaked at $53K in Q1 2021.
  • 201 funds tracked by Wall St. Rank held Wheels Up as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.