RFG
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RFP Financial Group’s Wheels Up UP Stock Holding History

RFP Financial Group’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
2024
Q3 		– Sell
-37
Closed -$1.39K – 759
2024
Q2 		$1.39K Hold
37
– – ﹤0.01% 764
2024
Q1 		$2.12K Hold
37
– – ﹤0.01% 665
2023
Q4 		$2.53K Hold
37
– – ﹤0.01% 652
2023
Q3 		$1.53K Hold
37
– – ﹤0.01% 709
2023
Q2 		$862 Buy
+37
New +$2.62K ﹤0.01% 843
2023
Q1 		– Sell
-37
Closed -$7.6K – 855
2022
Q4 		$7.6K Buy
+37
New +$9.54K ﹤0.01% 443

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return
KA
Kore Advisors Boynton Beach, Florida $92.9M AUM 730.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WOC
West Oak Capital Westlake Village, California $2.52M AUM 17.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return