Capital Advisory Group Advisory Services’s United Airlines UAL Stock Holding History

Capital Advisory Group Advisory Services’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
2022 Q2	–	Sell	-300	Closed	-$14K	–	467
2022 Q1	$14K	Buy	+300	New	+$13K	0.01%	332
2021 Q4	–	Sell	-300	Closed	-$14K	–	474
2021 Q3	$14K	Hold	300	–	–	0.01%	371
2021 Q2	$16K	Hold	300	–	–	0.01%	359
2021 Q1	$17K	Hold	300	–	–	0.01%	329
2020 Q4	$13K	Hold	300	–	–	0.01%	346
2020 Q3	$10K	Hold	300	–	–	0.01%	320
2020 Q2	$10K	Hold	300	–	–	0.01%	309
2020 Q1	$9K	Buy	+300	New	+$19.8K	0.01%	246

Other funds holding UAL

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Capital Advisory Group Advisory Services's UAL Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of United Airlines (UAL) in Q2 2022, closing a stake of 300 shares — an estimated $14K sold.

Capital Advisory Group Advisory Services first reported a position in UAL in Q1 2020 and held it in 8 quarters. The position peaked at $17K in Q1 2021. 507 funds tracked by Wall St. Rank hold UAL as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining United Airlines position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 300 United Airlines shares in Q2 2022, an estimated $14K.
Capital Advisory Group Advisory Services first reported a position in United Airlines in Q1 2020 and held it in 8 quarters.
Capital Advisory Group Advisory Services's United Airlines position peaked at $17K in Q1 2021.
507 funds tracked by Wall St. Rank held United Airlines as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.