WANY
ULY

Wealthspire Advisors (New York)’s Urgent.ly ULY Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		– Sell
-3,583
Closed -$136K – 669
2023
Q4 		$136K Buy
+3,583
New +$162K ﹤0.01% 628

Other funds holding ULY

MCS
Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia $204M AUM 17.99% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
KC
Kepos Capital New York $61.3M AUM 12.13% 1-Year Est. Return
BMCM
Black Maple Capital Management Milwaukee, Wisconsin $179M AUM 8.19% 1-Year Est. Return
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wealthspire Advisors (New York)'s ULY Position: Q1 2024 in Review

Wealthspire Advisors (New York) sold out of Urgent.ly (ULY) in Q1 2024, closing a stake of 3,583 shares — an estimated $136K sold.

Wealthspire Advisors (New York) first reported a position in ULY in Q4 2023 and held it in 1 quarter. The position peaked at $136K in Q4 2023. 31 funds tracked by Wall St. Rank hold ULY as of Q1 2024.

  • Wealthspire Advisors (New York) reported no remaining Urgent.ly position as of Q1 2024 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 3,583 Urgent.ly shares in Q1 2024, an estimated $136K.
  • Wealthspire Advisors (New York) first reported a position in Urgent.ly in Q4 2023 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Urgent.ly position peaked at $136K in Q4 2023.
  • 31 funds tracked by Wall St. Rank held Urgent.ly as of Q1 2024.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2024, filed 6 May 2024.