Proficio Capital Partners’s Wheels Up UP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
– Sell
-70
Closed -$16K – 295
2022
Q3
$16K Hold
70
– – ﹤0.01% 257
2022
Q2
$27K Hold
70
– – 0.01% 270
2022
Q1
$44K Buy
+70
New +$50.5K 0.01% 277

Other funds holding UP

Proficio Capital Partners's UP Position: Q4 2022 in Review

Proficio Capital Partners sold out of Wheels Up (UP) in Q4 2022, closing a stake of 70 shares — an estimated $16K sold.

Proficio Capital Partners first reported a position in UP in Q1 2022 and held it in 3 quarters. The position peaked at $44K in Q1 2022. 202 funds tracked by Wall St. Rank hold UP as of Q4 2022.

  • Proficio Capital Partners reported no remaining Wheels Up position as of Q4 2022 after selling out during the quarter.
  • Proficio Capital Partners sold 70 Wheels Up shares in Q4 2022, an estimated $16K.
  • Proficio Capital Partners first reported a position in Wheels Up in Q1 2022 and held it in 3 quarters.
  • Proficio Capital Partners's Wheels Up position peaked at $44K in Q1 2022.
  • 202 funds tracked by Wall St. Rank held Wheels Up as of Q4 2022.

Based on Proficio Capital Partners's 13F filing for Q4 2022, filed 30 Jan 2023.