Sound View Wealth Advisors Group’s Wheels Up UP Stock Holding History

Sound View Wealth Advisors 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
2023 Q2	–	Sell	-75	Closed	-$9.49K	–	377
2023 Q1	$9.49K	Buy	+75	New	+$16.6K	﹤0.01%	364
2022 Q4	–	Sell	-75	Closed	-$17K	–	397
2022 Q3	$17K	Hold	75	–	–	﹤0.01%	267
2022 Q2	$29K	Hold	75	–	–	0.01%	280
2022 Q1	$47K	Hold	75	–	–	0.01%	286
2021 Q4	$70K	Hold	75	–	–	0.01%	290
2021 Q3	$99K	Buy	+75	New	+$123K	0.02%	282

Other funds holding UP

DAL

Delta Air Lines Atlanta, Georgia $391M AUM 6.2% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Sound View Wealth Advisors Group's UP Position: Q2 2023 in Review

Sound View Wealth Advisors Group sold out of Wheels Up (UP) in Q2 2023, closing a stake of 75 shares — an estimated $9.49K sold.

Sound View Wealth Advisors Group first reported a position in UP in Q3 2021 and held it in 6 quarters. The position peaked at $99K in Q3 2021. 86 funds tracked by Wall St. Rank hold UP as of Q2 2023.

Sound View Wealth Advisors Group reported no remaining Wheels Up position as of Q2 2023 after selling out during the quarter.
Sound View Wealth Advisors Group sold 75 Wheels Up shares in Q2 2023, an estimated $9.49K.
Sound View Wealth Advisors Group first reported a position in Wheels Up in Q3 2021 and held it in 6 quarters.
Sound View Wealth Advisors Group's Wheels Up position peaked at $99K in Q3 2021.
86 funds tracked by Wall St. Rank held Wheels Up as of Q2 2023.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2023, filed 8 Aug 2023.