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Barnes Pettey Financial Advisors’s American Airlines Group AAL Stock Holding History

Barnes Pettey Financial Advisors’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
2024
Q1 		– Sell
-40,590
Closed -$558K – 95
2023
Q4 		$558K Sell
40,590
-10,171
-20% -$128K 0.45% 50
2023
Q3 		$650K Sell
50,761
-3,700
-7% -$57.4K 0.6% 39
2023
Q2 		$977K Sell
54,461
-1,408
-3% -$20.6K 0.84% 30
2023
Q1 		$824K Hold
55,869
– – 0.79% 31
2022
Q4 		$711K Buy
55,869
+2,819
+5% +$38.2K 0.73% 38
2022
Q3 		$639K Buy
53,050
+1,039
+2% +$14.5K 0.87% 29
2022
Q2 		$659K Sell
52,011
-30,490
-37% -$508K 0.85% 30
2022
Q1 		$1.51M Buy
82,501
+57
+0.1% +$969 1.82% 14
2021
Q4 		$1.48M Buy
+82,444
New +$1.58M 1.7% 13

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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return