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Jamison Private Wealth Management’s Wheels Up UP Stock Holding History

Jamison Private Wealth Management’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
Q4 		– Sell
-100
Closed -$4.82K – 457
2024
Q3 		$4.82K Hold
100
– – ﹤0.01% 380
2024
Q2 		$3.76K Hold
100
– – ﹤0.01% 367
2024
Q1 		$5.71K Hold
100
– – ﹤0.01% 352
2023
Q4 		$6.83K Hold
100
– – ﹤0.01% 328
2023
Q3 		$4.12K Buy
+100
New +$4.03K ﹤0.01% 339

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jamison Private Wealth Management's UP Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Wheels Up (UP) in Q4 2024, closing a stake of 100 shares — an estimated $4.82K sold.

Jamison Private Wealth Management first reported a position in UP in Q3 2023 and held it in 5 quarters. The position peaked at $6.83K in Q4 2023. 109 funds tracked by Wall St. Rank hold UP as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Wheels Up position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 100 Wheels Up shares in Q4 2024, an estimated $4.82K.
  • Jamison Private Wealth Management first reported a position in Wheels Up in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Wheels Up position peaked at $6.83K in Q4 2023.
  • 109 funds tracked by Wall St. Rank held Wheels Up as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.