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Arkadios Wealth Advisors’s United Airlines UAL Stock Holding History

Arkadios Wealth Advisors’s Portfolio UAL Stock Details UAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-467
Closed -$22K – 1699
2021
Q3 		$22K Sell
467
-18
-4% -$848 ﹤0.01% 1180
2021
Q2 		$25K Hold
485
– – ﹤0.01% 1194
2021
Q1 		$27K Buy
485
+32
+7% +$1.56K ﹤0.01% 885
2020
Q4 		$19K Sell
453
-198
-30% -$8.01K ﹤0.01% 772
2020
Q3 		$22.2K Buy
651
+300
+85% +$10.4K 0.01% 582
2020
Q2 		$11.1K Sell
351
-405
-54% -$12.1K 0.01% 663
2020
Q1 		$23.9K Buy
756
+205
+37% +$13.6K 0.02% 451
2019
Q4 		$44.6K Buy
+551
New +$49.5K 0.03% 327

Other funds holding UAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Arkadios Wealth Advisors's UAL Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of United Airlines (UAL) in Q4 2021, closing a stake of 467 shares — an estimated $22K sold.

Arkadios Wealth Advisors first reported a position in UAL in Q4 2019 and held it in 8 quarters. The position peaked at $44.6K in Q4 2019. 540 funds tracked by Wall St. Rank hold UAL as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining United Airlines position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 467 United Airlines shares in Q4 2021, an estimated $22K.
  • Arkadios Wealth Advisors first reported a position in United Airlines in Q4 2019 and held it in 8 quarters.
  • Arkadios Wealth Advisors's United Airlines position peaked at $44.6K in Q4 2019.
  • 540 funds tracked by Wall St. Rank held United Airlines as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.