Nisa Investment Advisors
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Nisa Investment Advisors’s Wheels Up UP Stock Holding History

Nisa Investment Advisors’s Portfolio UP Stock Details UP Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
2025
Q3 		$1.66K Hold
2025
Q2 		$967 Buy
2025
Q1 		$559 Buy
2024
Q4 		$450 Sell
2024
Q3 		$753 Buy
2023
Q2 		– Sell
2023
Q1 		$0 Sell
2022
Q4 		$9K Sell
2022
Q3 		$20K Buy