SEI Investments’s Wheels Up UP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$25.6K Hold
2024
Q4
$41.8K Hold
2024
Q3
$61.3K Buy
2021
Q4
Sell
2021
Q3
$303K Sell
2021
Q2
$475K Buy
2021
Q1
$454K Buy