Wealthcare Advisory Partners’s Wheels Up UP Stock Holding History

Wealthcare Advisory Partners’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 Q1	–	Sell	-53	Closed	-$11K	–	747
2022 Q4	$11K	Buy	+53	New	+$13.7K	﹤0.01%	690

Other funds holding UP

DAL

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

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

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

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

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

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

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

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

JFG

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

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

Wealthcare Advisory Partners's UP Position: Q1 2023 in Review

Wealthcare Advisory Partners sold out of Wheels Up (UP) in Q1 2023, closing a stake of 53 shares — an estimated $11K sold.

Wealthcare Advisory Partners first reported a position in UP in Q4 2022 and held it in 1 quarter. The position peaked at $11K in Q4 2022. 184 funds tracked by Wall St. Rank hold UP as of Q1 2023.

Wealthcare Advisory Partners reported no remaining Wheels Up position as of Q1 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 53 Wheels Up shares in Q1 2023, an estimated $11K.
Wealthcare Advisory Partners first reported a position in Wheels Up in Q4 2022 and held it in 1 quarter.
Wealthcare Advisory Partners's Wheels Up position peaked at $11K in Q4 2022.
184 funds tracked by Wall St. Rank held Wheels Up as of Q1 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2023, filed 4 May 2023.