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Mirabella Financial Services’s Wheels Up UP Stock Holding History

Mirabella Financial 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
2024
Q1 		– Sell
-3,070
Closed -$211K – 719
2023
Q4 		$211K Buy
+3,070
New +$119K 0.03% 368
2022
Q2 		– Sell
-84
Closed -$52K – 722
2022
Q1 		$52K Buy
84
+20
+31% +$14.4K 0.01% 480
2021
Q4 		$59K Buy
+64
New +$74.7K 0.01% 379

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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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

Mirabella Financial Services's UP Position: Q1 2024 in Review

Mirabella Financial Services sold out of Wheels Up (UP) in Q1 2024, closing a stake of 3,070 shares — an estimated $211K sold.

Mirabella Financial Services first reported a position in UP in Q4 2021 and held it in 3 quarters. The position peaked at $211K in Q4 2023. 97 funds tracked by Wall St. Rank hold UP as of Q1 2024.

  • Mirabella Financial Services reported no remaining Wheels Up position as of Q1 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 3,070 Wheels Up shares in Q1 2024, an estimated $211K.
  • Mirabella Financial Services first reported a position in Wheels Up in Q4 2021 and held it in 3 quarters.
  • Mirabella Financial Services's Wheels Up position peaked at $211K in Q4 2023.
  • 97 funds tracked by Wall St. Rank held Wheels Up as of Q1 2024.

Based on Mirabella Financial Services's 13F filing for Q1 2024, filed 15 May 2024.