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BWM
Baystate Wealth Management’s
American Airlines Group
AAL
Stock Holding History
Baystate Wealth Management’s Portfolio
AAL Stock Details
AAL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
$53.9K
Buy
3,924
+2,855
+267%
+$35.8K
﹤0.01%
364
2023
Q3
$13.7K
Buy
1,069
+69
+7%
+$1.07K
﹤0.01%
525
2023
Q2
$17.9K
Hold
1,000
–
–
﹤0.01%
477
2023
Q1
$14.8K
Hold
1,000
–
–
﹤0.01%
498
2022
Q4
$13K
Hold
1,000
–
–
﹤0.01%
520
2022
Q3
$12K
Hold
1,000
–
–
﹤0.01%
500
2022
Q2
$13K
Hold
1,000
–
–
﹤0.01%
513
2022
Q1
$18K
Hold
1,000
–
–
﹤0.01%
480
2021
Q4
$18K
Hold
1,000
–
–
﹤0.01%
481
2021
Q3
$21K
Hold
1,000
–
–
﹤0.01%
410
2021
Q2
$21K
Hold
1,000
–
–
﹤0.01%
387
2021
Q1
$24K
Hold
1,000
–
–
﹤0.01%
337
2020
Q4
$16K
Hold
1,000
–
–
﹤0.01%
368
2020
Q3
$12K
Hold
1,000
–
–
﹤0.01%
372
2020
Q2
$13K
Buy
+1,000
New
+$12.1K
﹤0.01%
348
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1-Year Est. Return
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1-Year Est. Return
Morgan Stanley
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25.57%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
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1-Year Est. Return
USGIU
U.S. Global Investors (USGI)
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$858M AUM
47.1%
1-Year Est. Return
Invesco
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$1.02T AUM
30.18%
1-Year Est. Return
Two Sigma Investments
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$124B AUM
33.93%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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