APW
AAL icon

Axim Planning & Wealth’s American Airlines Group AAL Stock Holding History

Axim Planning & Wealth’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
Q4 		– Sell
-10,892
Closed -$140K – 29
2023
Q3 		$140K Sell
10,892
-11,197
-51% -$174K 0.12% 28
2023
Q2 		$396K Sell
22,089
-8,074
-27% -$118K 0.36% 15
2023
Q1 		$445K Sell
30,163
-46,410
-61% -$723K 0.44% 13
2022
Q4 		$974K Sell
76,573
-22,687
-23% -$308K 1% 9
2022
Q3 		$1.2M Sell
99,260
-486
-0.5% -$6.78K 1.18% 6
2022
Q2 		$1.26M Buy
+99,746
New +$1.66M 0.98% 6

Other funds holding AAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Axim Planning & Wealth's AAL Position: Q4 2023 in Review

Axim Planning & Wealth sold out of American Airlines Group (AAL) in Q4 2023, closing a stake of 10,892 shares — an estimated $140K sold.

Axim Planning & Wealth first reported a position in AAL in Q2 2022 and held it in 6 quarters. The position peaked at $1.26M in Q2 2022. 572 funds tracked by Wall St. Rank hold AAL as of Q4 2023.

  • Axim Planning & Wealth reported no remaining American Airlines Group position as of Q4 2023 after selling out during the quarter.
  • Axim Planning & Wealth sold 10,892 American Airlines Group shares in Q4 2023, an estimated $140K.
  • Axim Planning & Wealth first reported a position in American Airlines Group in Q2 2022 and held it in 6 quarters.
  • Axim Planning & Wealth's American Airlines Group position peaked at $1.26M in Q2 2022.
  • 572 funds tracked by Wall St. Rank held American Airlines Group as of Q4 2023.

Based on Axim Planning & Wealth's 13F filing for Q4 2023, filed 25 Jan 2024.