Atlas Private Wealth Advisors’s United Airlines UAL Stock Holding History

Atlas Private 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	-360	Closed	-$17K	–	648
2021 Q3	$17K	Hold	360	–	–	0.01%	384
2021 Q2	$19K	Hold	360	–	–	0.01%	375
2021 Q1	$21K	Buy	360 +145	+67%	+$7.08K	0.01%	374
2020 Q4	$9K	Hold	215	–	–	0.01%	442
2020 Q3	$7K	Hold	215	–	–	0.01%	442
2020 Q2	$7K	Buy	+215	New	+$6.45K	0.01%	466

Other funds holding UAL

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

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

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

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Atlas Private Wealth Advisors's UAL Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of United Airlines (UAL) in Q4 2021, closing a stake of 360 shares — an estimated $17K sold.

Atlas Private Wealth Advisors first reported a position in UAL in Q2 2020 and held it in 6 quarters. The position peaked at $21K in Q1 2021. 540 funds tracked by Wall St. Rank hold UAL as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining United Airlines position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 360 United Airlines shares in Q4 2021, an estimated $17K.
Atlas Private Wealth Advisors first reported a position in United Airlines in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's United Airlines position peaked at $21K in Q1 2021.
540 funds tracked by Wall St. Rank held United Airlines as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.