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Heritage Wealth Management (Arizona)’s American Airlines Group AAL Stock Holding History

Heritage Wealth Management (Arizona)’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 		$15.1K Buy
1,190
+21
+2% +$285 ﹤0.01% 722
2022
Q3 		$14K Sell
1,169
-5
-0.4% -$70 ﹤0.01% 595
2022
Q2 		$14.9K Hold
1,174
– – 0.01% 599
2022
Q1 		$21K Buy
+1,174
New +$20K 0.01% 583

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

Heritage Wealth Management (Arizona)'s AAL Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its American Airlines Group (AAL) stake by 1.8% in Q4 2022, buying an estimated $285 and bringing the position to 1,190 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Heritage Wealth Management (Arizona) first reported a position in AAL in Q1 2022 and has held it in 4 quarters since. The position peaked at $21K in Q1 2022. 571 funds tracked by Wall St. Rank hold AAL as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,190 shares of American Airlines Group worth $15.1K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 21 American Airlines Group shares in Q4 2022, an estimated $285.
  • American Airlines Group made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #722 holding.
  • Heritage Wealth Management (Arizona) first reported a position in American Airlines Group in Q1 2022 and has held it in 4 quarters since.
  • Heritage Wealth Management (Arizona)'s American Airlines Group position peaked at $21K in Q1 2022.
  • 571 funds tracked by Wall St. Rank held American Airlines Group as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.