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Northwest Wealth Management’s Vertical Aerospace EVTL Stock Holding History

Northwest 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
2024
Q3 		– Sell
-1,762
Closed -$12.9K – 171
2024
Q2 		$12.9K Buy
+1,762
New +$13.8K ﹤0.01% 167

Other funds holding EVTL

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwest Wealth Management's EVTL Position: Q3 2024 in Review

Northwest Wealth Management sold out of Vertical Aerospace (EVTL) in Q3 2024, closing a stake of 1,762 shares — an estimated $12.9K sold.

Northwest Wealth Management first reported a position in EVTL in Q2 2024 and held it in 1 quarter. The position peaked at $12.9K in Q2 2024. 6 funds tracked by Wall St. Rank hold EVTL as of Q3 2024.

  • Northwest Wealth Management reported no remaining Vertical Aerospace position as of Q3 2024 after selling out during the quarter.
  • Northwest Wealth Management sold 1,762 Vertical Aerospace shares in Q3 2024, an estimated $12.9K.
  • Northwest Wealth Management first reported a position in Vertical Aerospace in Q2 2024 and held it in 1 quarter.
  • Northwest Wealth Management's Vertical Aerospace position peaked at $12.9K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held Vertical Aerospace as of Q3 2024.

Based on Northwest Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.