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Avantax Planning Partners’s United Airlines UAL Stock Holding History

Avantax Planning Partners’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
Q2 		– Sell
-7,489
Closed -$431K – 347
2021
Q1 		$431K Buy
7,489
+129
+2% +$6.3K 0.02% 205
2020
Q4 		$318K Sell
7,360
-4,641
-39% -$188K 0.02% 213
2020
Q3 		$417K Buy
12,001
+4
+0% +$138 0.02% 196
2020
Q2 		$415K Buy
+11,997
New +$360K 0.02% 192
2018
Q4 		– Sell
-642
Closed -$57K – 1131
2018
Q3 		$57K Buy
+642
New +$52.9K ﹤0.01% 458
2018
Q2 		– Sell
-668
Closed -$46K – 1401
2018
Q1 		$46K Buy
+668
New +$46.1K ﹤0.01% 547
2017
Q4 		– Sell
-7,977
Closed -$486K – 354
2017
Q3 		$486K Hold
7,977
– – 0.04% 211
2017
Q2 		$600K Sell
7,977
-6,513
-45% -$492K 0.05% 163
2017
Q1 		$1.02M Buy
14,490
+4,633
+47% +$335K 0.09% 102
2016
Q4 		$718K Buy
+9,857
New +$628K 0.08% 129

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 $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return