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Rise Advisors’s Wheels Up UP Stock Holding History

Rise 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
2024
Q2 		– Sell
-3
Closed -$169 – 1277
2024
Q1 		$169 Hold
3
– – ﹤0.01% 1245
2023
Q4 		$202 Hold
3
– – ﹤0.01% 593
2023
Q3 		$122 Hold
3
– – ﹤0.01% 625
2023
Q2 		$69 Hold
3
– – ﹤0.01% 660
2023
Q1 		$377 Hold
3
– – ﹤0.01% 754
2022
Q4 		$613 Hold
3
– – ﹤0.01% 697
2022
Q3 		$1K Hold
3
– – ﹤0.01% 685
2022
Q2 		$1K Hold
3
– – ﹤0.01% 684
2022
Q1 		$2K Hold
3
– – ﹤0.01% 561
2021
Q4 		$2.76K Buy
+3
New +$3.5K ﹤0.01% 488

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return