Copperwynd Financial’s American Airlines Group AAL Stock Holding History

Copperwynd Financial’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	-10,825	Closed	-$139K	–	137
2023 Q3	$139K	Sell	10,825 -545	-5%	-$8.46K	0.07%	123
2023 Q2	$204K	Buy	+11,370	New	+$167K	0.1%	130
2018 Q4	–	Sell	-6,356	Closed	-$263K	–	90
2018 Q3	$263K	Sell	6,356 -700	-10%	-$27.4K	0.16%	87
2018 Q2	$268K	Hold	7,056	–	–	0.19%	81
2018 Q1	$367K	Sell	7,056 -1,000	-12%	-$53.6K	0.25%	63
2017 Q4	$419K	Buy	+8,056	New	+$401K	0.31%	53

Other funds holding AAL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Copperwynd Financial's AAL Position: Q4 2023 in Review

Copperwynd Financial sold out of American Airlines Group (AAL) in Q4 2023, closing a stake of 10,825 shares — an estimated $139K sold.

Copperwynd Financial first reported a position in AAL in Q4 2017 and held it in 6 quarters. The position peaked at $419K in Q4 2017. 572 funds tracked by Wall St. Rank hold AAL as of Q4 2023.

Copperwynd Financial reported no remaining American Airlines Group position as of Q4 2023 after selling out during the quarter.
Copperwynd Financial sold 10,825 American Airlines Group shares in Q4 2023, an estimated $139K.
Copperwynd Financial first reported a position in American Airlines Group in Q4 2017 and held it in 6 quarters.
Copperwynd Financial's American Airlines Group position peaked at $419K in Q4 2017.
572 funds tracked by Wall St. Rank held American Airlines Group as of Q4 2023.

Based on Copperwynd Financial's 13F filing for Q4 2023, filed 13 Feb 2024.