HFA
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Hoover Financial Advisors’s Wheels Up UP Stock Holding History

Hoover Financial 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
2021
Q2 		$9K Hold
5
– – ﹤0.01% 494
2021
Q1 		$9K Buy
+5
New +$10.5K ﹤0.01% 444

Other funds holding UP

LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
DPRC
Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return

Hoover Financial Advisors's UP Position: Q2 2021 in Review

Hoover Financial Advisors held its Wheels Up (UP) position steady in Q2 2021 at 5 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Hoover Financial Advisors first reported a position in UP in Q1 2021 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold UP as of Q2 2021.

  • Hoover Financial Advisors held 5 shares of Wheels Up worth $9K as of Q2 2021.
  • Hoover Financial Advisors left its Wheels Up share count unchanged in Q2 2021.
  • Wheels Up made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #494 holding.
  • Hoover Financial Advisors first reported a position in Wheels Up in Q1 2021 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held Wheels Up as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.