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Private Advisor Group’s Vertical Aerospace EVTL Stock Holding History

Private Advisor Group’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
-1,124
Closed -$8.26K – 2453
2024
Q2 		$8.26K Hold
1,124
– – ﹤0.01% 2324
2024
Q1 		$12.8K Hold
1,124
– – ﹤0.01% 2278
2023
Q4 		$7.73K Buy
+1,124
New +$9.94K ﹤0.01% 2213

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

Private Advisor Group's EVTL Position: Q3 2024 in Review

Private Advisor Group sold out of Vertical Aerospace (EVTL) in Q3 2024, closing a stake of 1,124 shares — an estimated $8.26K sold.

Private Advisor Group first reported a position in EVTL in Q4 2023 and held it in 3 quarters. The position peaked at $12.8K in Q1 2024. 6 funds tracked by Wall St. Rank hold EVTL as of Q3 2024.

  • Private Advisor Group reported no remaining Vertical Aerospace position as of Q3 2024 after selling out during the quarter.
  • Private Advisor Group sold 1,124 Vertical Aerospace shares in Q3 2024, an estimated $8.26K.
  • Private Advisor Group first reported a position in Vertical Aerospace in Q4 2023 and held it in 3 quarters.
  • Private Advisor Group's Vertical Aerospace position peaked at $12.8K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held Vertical Aerospace as of Q3 2024.

Based on Private Advisor Group's 13F filing for Q3 2024, filed 22 Oct 2024.