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Powell Investment Advisors’s Wheels Up UP Stock Holding History

Powell Investment Advisors’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
-70
Closed -$8.86K – 139
2023
Q1 		$8.86K Hold
70
– – ﹤0.01% 132
2022
Q4 		$14.4K Hold
70
– – 0.01% 124
2022
Q3 		$16K Hold
70
– – 0.01% 126
2022
Q2 		$27K Buy
70
+10
+17% +$5.34K 0.02% 137
2022
Q1 		$37K Sell
60
-103
-63% -$74.3K 0.02% 121
2021
Q4 		$151K Buy
+163
New +$190K 0.09% 109

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $391M AUM 6.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Powell Investment Advisors's UP Position: Q2 2023 in Review

Powell Investment Advisors sold out of Wheels Up (UP) in Q2 2023, closing a stake of 70 shares — an estimated $8.86K sold.

Powell Investment Advisors first reported a position in UP in Q4 2021 and held it in 6 quarters. The position peaked at $151K in Q4 2021. 86 funds tracked by Wall St. Rank hold UP as of Q2 2023.

  • Powell Investment Advisors reported no remaining Wheels Up position as of Q2 2023 after selling out during the quarter.
  • Powell Investment Advisors sold 70 Wheels Up shares in Q2 2023, an estimated $8.86K.
  • Powell Investment Advisors first reported a position in Wheels Up in Q4 2021 and held it in 6 quarters.
  • Powell Investment Advisors's Wheels Up position peaked at $151K in Q4 2021.
  • 86 funds tracked by Wall St. Rank held Wheels Up as of Q2 2023.

Based on Powell Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.