JWWM
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Johnson & White Wealth Management’s Vertical Aerospace EVTL Stock Holding History

Johnson & White 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
Q1 		– Sell
-2,782
Closed -$1.25M – 100
2022
Q4 		$1.25M Buy
+2,782
New +$148K 1.26% 22

Other funds holding EVTL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OQS
Occudo Quantitative Strategies Fort Lauderdale, Florida $1.84B AUM 22.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Johnson & White Wealth Management's EVTL Position: Q1 2023 in Review

Johnson & White Wealth Management sold out of Vertical Aerospace (EVTL) in Q1 2023, closing a stake of 2,782 shares — an estimated $1.25M sold.

Johnson & White Wealth Management first reported a position in EVTL in Q4 2022 and held it in 1 quarter. The position peaked at $1.25M in Q4 2022. 28 funds tracked by Wall St. Rank hold EVTL as of Q1 2023.

  • Johnson & White Wealth Management reported no remaining Vertical Aerospace position as of Q1 2023 after selling out during the quarter.
  • Johnson & White Wealth Management sold 2,782 Vertical Aerospace shares in Q1 2023, an estimated $1.25M.
  • Johnson & White Wealth Management first reported a position in Vertical Aerospace in Q4 2022 and held it in 1 quarter.
  • Johnson & White Wealth Management's Vertical Aerospace position peaked at $1.25M in Q4 2022.
  • 28 funds tracked by Wall St. Rank held Vertical Aerospace as of Q1 2023.

Based on Johnson & White Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.