HWM
AAL icon

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

Horizon 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
2023
Q2 		– Sell
-205,546
Closed -$3.03M – 84
2023
Q1 		$3.03M Sell
205,546
-31,500
-13% -$491K 2.27% 10
2022
Q4 		$3.02M Sell
237,046
-68,500
-22% -$929K 2.46% 11
2022
Q3 		$3.68M Hold
305,546
– – 2.7% 12
2022
Q2 		$3.87M Buy
305,546
+1,500
+0.5% +$25K 1.6% 19
2022
Q1 		$5.55M Sell
304,046
-197,250
-39% -$3.35M 1.72% 17
2021
Q4 		$9M Buy
+501,296
New +$9.61M 2.62% 11

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 $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Horizon Wealth Management's AAL Position: Q2 2023 in Review

Horizon Wealth Management sold out of American Airlines Group (AAL) in Q2 2023, closing a stake of 205,546 shares — an estimated $3.03M sold.

Horizon Wealth Management first reported a position in AAL in Q4 2021 and held it in 6 quarters. The position peaked at $9M in Q4 2021. 565 funds tracked by Wall St. Rank hold AAL as of Q2 2023.

  • Horizon Wealth Management reported no remaining American Airlines Group position as of Q2 2023 after selling out during the quarter.
  • Horizon Wealth Management sold 205,546 American Airlines Group shares in Q2 2023, an estimated $3.03M.
  • Horizon Wealth Management first reported a position in American Airlines Group in Q4 2021 and held it in 6 quarters.
  • Horizon Wealth Management's American Airlines Group position peaked at $9M in Q4 2021.
  • 565 funds tracked by Wall St. Rank held American Airlines Group as of Q2 2023.

Based on Horizon Wealth Management's 13F filing for Q2 2023, filed 31 Jul 2023.