Wealth Enhancement Advisory Services
ULY

Wealth Enhancement Advisory Services’s Urgent.ly ULY Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ULY Stock Details ULY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,250
Closed -$18.4K – 3117
2024
Q3 		$18.4K Buy
2,250
+583
+35% +$7.92K ﹤0.01% 2674
2024
Q2 		$34.4K Buy
+1,667
New +$37K ﹤0.01% 2470
2024
Q1 		– Sell
-2,008
Closed -$76.4K – 2570
2023
Q4 		$76.4K Buy
+2,008
New +$90.8K ﹤0.01% 2192

Other funds holding ULY

MCS
Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia $204M AUM 17.99% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Enhancement Advisory Services's ULY Position: Q4 2024 in Review

Wealth Enhancement Advisory Services sold out of Urgent.ly (ULY) in Q4 2024, closing a stake of 2,250 shares — an estimated $18.4K sold.

Wealth Enhancement Advisory Services first reported a position in ULY in Q4 2023 and held it in 3 quarters. The position peaked at $76.4K in Q4 2023. 27 funds tracked by Wall St. Rank hold ULY as of Q4 2024.

  • Wealth Enhancement Advisory Services reported no remaining Urgent.ly position as of Q4 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 2,250 Urgent.ly shares in Q4 2024, an estimated $18.4K.
  • Wealth Enhancement Advisory Services first reported a position in Urgent.ly in Q4 2023 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's Urgent.ly position peaked at $76.4K in Q4 2023.
  • 27 funds tracked by Wall St. Rank held Urgent.ly as of Q4 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.