Bell & Brown Wealth Advisors’s American Airlines Group AAL Stock Holding History

Bell & Brown Wealth 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
2020 Q2	–	Sell	-91,292	Closed	-$883K	–	71
2020 Q1	$883K	Buy	91,292 +6,793	+8%	+$155K	0.82%	41
2019 Q4	$2.35M	Buy	84,499 +19,333	+30%	+$551K	1.75%	22
2019 Q3	$1.74M	Buy	65,166 +3,516	+6%	+$103K	1.43%	29
2019 Q2	$2.01M	Buy	61,650 +1,364	+2%	+$44.1K	1.77%	23
2019 Q1	$1.92M	Buy	60,286 +33,411	+124%	+$1.12M	1.75%	23
2018 Q4	$863K	Buy	+26,875	New	+$935K	0.92%	46

Other funds holding AAL

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

CCM

CAAS Capital Management New York $934M AUM 1.45% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bell & Brown Wealth Advisors's AAL Position: Q2 2020 in Review

Bell & Brown Wealth Advisors sold out of American Airlines Group (AAL) in Q2 2020, closing a stake of 91,292 shares — an estimated $883K sold.

Bell & Brown Wealth Advisors first reported a position in AAL in Q4 2018 and held it in 6 quarters. The position peaked at $2.35M in Q4 2019. 516 funds tracked by Wall St. Rank hold AAL as of Q2 2020.

Bell & Brown Wealth Advisors reported no remaining American Airlines Group position as of Q2 2020 after selling out during the quarter.
Bell & Brown Wealth Advisors sold 91,292 American Airlines Group shares in Q2 2020, an estimated $883K.
Bell & Brown Wealth Advisors first reported a position in American Airlines Group in Q4 2018 and held it in 6 quarters.
Bell & Brown Wealth Advisors's American Airlines Group position peaked at $2.35M in Q4 2019.
516 funds tracked by Wall St. Rank held American Airlines Group as of Q2 2020.

Based on Bell & Brown Wealth Advisors's 13F filing for Q2 2020, filed 7 Aug 2020.