Tiedemann Advisors’s Wheels Up UP Stock Holding History

Tiedemann 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
2022 Q2	–	Sell	-210	Closed	-$131K	–	299
2022 Q1	$131K	Hold	210	–	–	0.01%	279
2021 Q4	$195K	Hold	210	–	–	0.01%	270
2021 Q3	$277K	Buy	+210	New	+$345K	0.01%	246

Other funds holding UP

DAL

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Tiedemann Advisors's UP Position: Q2 2022 in Review

Tiedemann Advisors sold out of Wheels Up (UP) in Q2 2022, closing a stake of 210 shares — an estimated $131K sold.

Tiedemann Advisors first reported a position in UP in Q3 2021 and held it in 3 quarters. The position peaked at $277K in Q3 2021. 205 funds tracked by Wall St. Rank hold UP as of Q2 2022.

Tiedemann Advisors reported no remaining Wheels Up position as of Q2 2022 after selling out during the quarter.
Tiedemann Advisors sold 210 Wheels Up shares in Q2 2022, an estimated $131K.
Tiedemann Advisors first reported a position in Wheels Up in Q3 2021 and held it in 3 quarters.
Tiedemann Advisors's Wheels Up position peaked at $277K in Q3 2021.
205 funds tracked by Wall St. Rank held Wheels Up as of Q2 2022.

Based on Tiedemann Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.