Atria Wealth Solutions’s American Airlines Group AAL Stock Holding History

Atria Wealth Solutions’s Portfolio AAL Stock Details AAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-21,147	Closed	-$379K	–	1858
2023 Q2	$379K	Sell	21,147 -484	-2%	-$7.1K	0.01%	1301
2023 Q1	$319K	Sell	21,631 -1,155	-5%	-$18K	﹤0.01%	1377
2022 Q4	$290K	Hold	22,786	–	–	﹤0.01%	1381
2022 Q3	$274K	Buy	22,786 +1,413	+7%	+$19.7K	﹤0.01%	1354
2022 Q2	$271K	Buy	21,373 +1,166	+6%	+$19.4K	0.01%	1265
2022 Q1	$369K	Buy	+20,207	New	+$343K	0.01%	1215

Other funds holding AAL

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's AAL Position: Q3 2023 in Review

Atria Wealth Solutions sold out of American Airlines Group (AAL) in Q3 2023, closing a stake of 21,147 shares — an estimated $379K sold.

Atria Wealth Solutions first reported a position in AAL in Q1 2022 and held it in 6 quarters. The position peaked at $379K in Q2 2023. 565 funds tracked by Wall St. Rank hold AAL as of Q3 2023.

Atria Wealth Solutions reported no remaining American Airlines Group position as of Q3 2023 after selling out during the quarter.
Atria Wealth Solutions sold 21,147 American Airlines Group shares in Q3 2023, an estimated $379K.
Atria Wealth Solutions first reported a position in American Airlines Group in Q1 2022 and held it in 6 quarters.
Atria Wealth Solutions's American Airlines Group position peaked at $379K in Q2 2023.
565 funds tracked by Wall St. Rank held American Airlines Group as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.