LFAS
UP icon

Level Four Advisory Services’s Wheels Up UP Stock Holding History

Level Four Advisory Services’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 		– Sell
-55
Closed -$6.96K – 850
2023
Q1 		$6.96K Sell
55
-24
-30% -$5.32K ﹤0.01% 755
2022
Q4 		$16.2K Buy
79
+1
+1% +$258 ﹤0.01% 667
2022
Q3 		$18K Sell
78
-56
-42% -$22.4K ﹤0.01% 538
2022
Q2 		$52K Sell
134
-75
-36% -$40.1K ﹤0.01% 540
2022
Q1 		$130K Sell
209
-49
-19% -$35.4K 0.01% 623
2021
Q4 		$240K Buy
+258
New +$301K 0.02% 563

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GCP
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Jacobs Levy Equity Management
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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