JWM
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Janiczek Wealth Management’s Wheels Up UP Stock Holding History

Janiczek 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
2023
Q4 		– Sell
-50
Closed -$2.07K – 1172
2023
Q3 		$2.07K Hold
50
– – ﹤0.01% 831
2023
Q2 		$1.17K Hold
50
– – ﹤0.01% 830
2023
Q1 		$5.06K Hold
50
– – ﹤0.01% 664
2022
Q4 		$14.8K Hold
50
– – ﹤0.01% 496
2022
Q3 		$12K Hold
50
– – ﹤0.01% 523
2022
Q2 		$22K Hold
50
– – 0.01% 456
2022
Q1 		$31K Hold
50
– – 0.01% 384
2021
Q4 		$46K Hold
50
– – 0.01% 322
2021
Q3 		$66K Buy
+50
New +$82.1K 0.02% 241

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return

Janiczek Wealth Management's UP Position: Q4 2023 in Review

Janiczek Wealth Management sold out of Wheels Up (UP) in Q4 2023, closing a stake of 50 shares — an estimated $2.07K sold.

Janiczek Wealth Management first reported a position in UP in Q3 2021 and held it in 9 quarters. The position peaked at $66K in Q3 2021. 86 funds tracked by Wall St. Rank hold UP as of Q4 2023.

  • Janiczek Wealth Management reported no remaining Wheels Up position as of Q4 2023 after selling out during the quarter.
  • Janiczek Wealth Management sold 50 Wheels Up shares in Q4 2023, an estimated $2.07K.
  • Janiczek Wealth Management first reported a position in Wheels Up in Q3 2021 and held it in 9 quarters.
  • Janiczek Wealth Management's Wheels Up position peaked at $66K in Q3 2021.
  • 86 funds tracked by Wall St. Rank held Wheels Up as of Q4 2023.

Based on Janiczek Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.