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Castle Wealth Management’s American Airlines Group AAL Stock Holding History

Castle Wealth Management’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
2022
Q4 		– Sell
-190
Closed -$2K – 111
2022
Q3 		$2K Hold
190
– – ﹤0.01% 561
2022
Q2 		$2K Buy
+190
New +$3.16K ﹤0.01% 555

Other funds holding AAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Castle Wealth Management's AAL Position: Q4 2022 in Review

Castle Wealth Management sold out of American Airlines Group (AAL) in Q4 2022, closing a stake of 190 shares — an estimated $2K sold.

Castle Wealth Management first reported a position in AAL in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 571 funds tracked by Wall St. Rank hold AAL as of Q4 2022.

  • Castle Wealth Management reported no remaining American Airlines Group position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 190 American Airlines Group shares in Q4 2022, an estimated $2K.
  • Castle Wealth Management first reported a position in American Airlines Group in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's American Airlines Group position peaked at $2K in Q3 2022.
  • 571 funds tracked by Wall St. Rank held American Airlines Group as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.