BDO Wealth Advisors’s United Airlines UAL Stock Holding History

BDO Wealth Advisors’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
2023 Q2	–	Sell	-1,052	Closed	-$46.6K	–	1061
2023 Q1	$46.6K	Buy	+1,052	New	+$50.4K	0.01%	431
2022 Q2	–	Sell	-125	Closed	-$6K	–	1120
2022 Q1	$6K	Hold	125	–	–	﹤0.01%	801
2021 Q4	$5K	Sell	125 -100	-44%	-$4.64K	﹤0.01%	833
2021 Q3	$11K	Hold	225	–	–	﹤0.01%	714
2021 Q2	$12K	Hold	225	–	–	﹤0.01%	728
2021 Q1	$13K	Buy	+225	New	+$11K	﹤0.01%	699
2017 Q3	–	Sell	-25	Closed	-$2K	–	541
2017 Q2	$2K	Buy	+25	New	+$1.89K	﹤0.01%	521

Other funds holding UAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BDO Wealth Advisors's UAL Position: Q2 2023 in Review

BDO Wealth Advisors sold out of United Airlines (UAL) in Q2 2023, closing a stake of 1,052 shares — an estimated $46.6K sold.

BDO Wealth Advisors first reported a position in UAL in Q2 2017 and held it in 7 quarters. The position peaked at $46.6K in Q1 2023. 646 funds tracked by Wall St. Rank hold UAL as of Q2 2023.

BDO Wealth Advisors reported no remaining United Airlines position as of Q2 2023 after selling out during the quarter.
BDO Wealth Advisors sold 1,052 United Airlines shares in Q2 2023, an estimated $46.6K.
BDO Wealth Advisors first reported a position in United Airlines in Q2 2017 and held it in 7 quarters.
BDO Wealth Advisors's United Airlines position peaked at $46.6K in Q1 2023.
646 funds tracked by Wall St. Rank held United Airlines as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.