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Kistler-Tiffany Companies’s Wheels Up UP Stock Holding History

Kistler-Tiffany Companies’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
Q2 		$59 Hold
3
– – ﹤0.01% 890
2023
Q1 		$317 Hold
3
– – ﹤0.01% 777
2022
Q4 		$515 Hold
3
– – ﹤0.01% 770
2022
Q3 		$1K Hold
3
– – ﹤0.01% 766
2022
Q2 		$1K Hold
3
– – ﹤0.01% 748
2022
Q1 		$2K Hold
3
– – ﹤0.01% 706
2021
Q4 		$2K Buy
+3
New +$3.5K ﹤0.01% 684

Other funds holding UP

DAL
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Kistler-Tiffany Companies's UP Position: Q2 2023 in Review

Kistler-Tiffany Companies held its Wheels Up (UP) position steady in Q2 2023 at 3 shares worth $59. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Kistler-Tiffany Companies first reported a position in UP in Q4 2021 and has held it in 7 quarters since. The position peaked at $2K in Q1 2022. 86 funds tracked by Wall St. Rank hold UP as of Q2 2023.

  • Kistler-Tiffany Companies held 3 shares of Wheels Up worth $59 as of Q2 2023.
  • Kistler-Tiffany Companies left its Wheels Up share count unchanged in Q2 2023.
  • Wheels Up made up ﹤0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #890 holding.
  • Kistler-Tiffany Companies first reported a position in Wheels Up in Q4 2021 and has held it in 7 quarters since.
  • Kistler-Tiffany Companies's Wheels Up position peaked at $2K in Q1 2022.
  • 86 funds tracked by Wall St. Rank held Wheels Up as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.