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Clearview Wealth Advisors’s United Airlines UAL Stock Holding History

Clearview 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
2023
Q2 		– Sell
-10
Closed -$443 – 730
2023
Q1 		$443 Sell
10
-15
-60% -$719 ﹤0.01% 620
2022
Q4 		$943 Sell
25
-75
-75% -$3.04K ﹤0.01% 534
2022
Q3 		$3K Sell
100
-1,000
-91% -$37.2K ﹤0.01% 468
2022
Q2 		$39K Buy
+1,100
New +$48.3K 0.03% 209

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Clearview Wealth Advisors's UAL Position: Q2 2023 in Review

Clearview Wealth Advisors sold out of United Airlines (UAL) in Q2 2023, closing a stake of 10 shares — an estimated $443 sold.

Clearview Wealth Advisors first reported a position in UAL in Q2 2022 and held it in 4 quarters. The position peaked at $39K in Q2 2022. 647 funds tracked by Wall St. Rank hold UAL as of Q2 2023.

  • Clearview Wealth Advisors reported no remaining United Airlines position as of Q2 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 10 United Airlines shares in Q2 2023, an estimated $443.
  • Clearview Wealth Advisors first reported a position in United Airlines in Q2 2022 and held it in 4 quarters.
  • Clearview Wealth Advisors's United Airlines position peaked at $39K in Q2 2022.
  • 647 funds tracked by Wall St. Rank held United Airlines as of Q2 2023.

Based on Clearview Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.