BWA
UAL icon

Burt Wealth Advisors’s United Airlines UAL Stock Holding History

Burt 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
2021
Q1 		– Sell
-120
Closed -$5K – 346
2020
Q4 		$5K Buy
+120
New +$4.85K ﹤0.01% 318

Other funds holding UAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return

Burt Wealth Advisors's UAL Position: Q1 2021 in Review

Burt Wealth Advisors sold out of United Airlines (UAL) in Q1 2021, closing a stake of 120 shares — an estimated $5K sold.

Burt Wealth Advisors first reported a position in UAL in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 576 funds tracked by Wall St. Rank hold UAL as of Q1 2021.

  • Burt Wealth Advisors reported no remaining United Airlines position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 120 United Airlines shares in Q1 2021, an estimated $5K.
  • Burt Wealth Advisors first reported a position in United Airlines in Q4 2020 and held it in 1 quarter.
  • Burt Wealth Advisors's United Airlines position peaked at $5K in Q4 2020.
  • 576 funds tracked by Wall St. Rank held United Airlines as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.