BSW
AAL icon

Buckingham Strategic Wealth’s American Airlines Group AAL Stock Holding History

Buckingham Strategic 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
-10,790
Closed -$138K – 725
2023
Q3 		$138K Buy
+10,790
New +$167K ﹤0.01% 652
2021
Q3 		– Sell
-10,541
Closed -$224K – 592
2021
Q2 		$224K Buy
10,541
+828
+9% +$18.7K 0.01% 537
2021
Q1 		$232K Sell
9,713
-2,993
-24% -$57.7K 0.01% 483
2020
Q4 		$200K Buy
+12,706
New +$176K 0.01% 509

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

Buckingham Strategic Wealth's AAL Position: Q4 2023 in Review

Buckingham Strategic Wealth sold out of American Airlines Group (AAL) in Q4 2023, closing a stake of 10,790 shares — an estimated $138K sold.

Buckingham Strategic Wealth first reported a position in AAL in Q4 2020 and held it in 4 quarters. The position peaked at $232K in Q1 2021. 572 funds tracked by Wall St. Rank hold AAL as of Q4 2023.

  • Buckingham Strategic Wealth reported no remaining American Airlines Group position as of Q4 2023 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 10,790 American Airlines Group shares in Q4 2023, an estimated $138K.
  • Buckingham Strategic Wealth first reported a position in American Airlines Group in Q4 2020 and held it in 4 quarters.
  • Buckingham Strategic Wealth's American Airlines Group position peaked at $232K in Q1 2021.
  • 572 funds tracked by Wall St. Rank held American Airlines Group as of Q4 2023.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.