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

Jeppson 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
2020
Q4 		– Sell
-9,235
Closed -$113K – 137
2020
Q3 		$113K Buy
+9,235
New +$116K 0.09% 160

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Jeppson Wealth Management's AAL Position: Q4 2020 in Review

Jeppson Wealth Management sold out of American Airlines Group (AAL) in Q4 2020, closing a stake of 9,235 shares — an estimated $113K sold.

Jeppson Wealth Management first reported a position in AAL in Q3 2020 and held it in 1 quarter. The position peaked at $113K in Q3 2020. 554 funds tracked by Wall St. Rank hold AAL as of Q4 2020.

  • Jeppson Wealth Management reported no remaining American Airlines Group position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 9,235 American Airlines Group shares in Q4 2020, an estimated $113K.
  • Jeppson Wealth Management first reported a position in American Airlines Group in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's American Airlines Group position peaked at $113K in Q3 2020.
  • 554 funds tracked by Wall St. Rank held American Airlines Group as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.