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	–	1399
2018 Q1	$46K	Buy	+668	New	+$46.1K	﹤0.01%	547
2017 Q4	–	Sell	-7,977	Closed	-$486K	–	353
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 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 $3.37T AUM 44.26% 1-Year Est. Return

USGIU

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

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

Avantax Planning Partners's UAL Position: Q2 2021 in Review

Avantax Planning Partners sold out of United Airlines (UAL) in Q2 2021, closing a stake of 7,489 shares — an estimated $431K sold.

Avantax Planning Partners first reported a position in UAL in Q4 2016 and held it in 10 quarters. The position peaked at $1.02M in Q1 2017. 561 funds tracked by Wall St. Rank hold UAL as of Q2 2021.

Avantax Planning Partners reported no remaining United Airlines position as of Q2 2021 after selling out during the quarter.
Avantax Planning Partners sold 7,489 United Airlines shares in Q2 2021, an estimated $431K.
Avantax Planning Partners first reported a position in United Airlines in Q4 2016 and held it in 10 quarters.
Avantax Planning Partners's United Airlines position peaked at $1.02M in Q1 2017.
561 funds tracked by Wall St. Rank held United Airlines as of Q2 2021.

Based on Avantax Planning Partners's 13F filing for Q2 2021, filed 10 Aug 2021.