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Kestra Private Wealth Services’s United Airlines UAL Stock Holding History

Kestra Private Wealth Services’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
2024
Q3 		– Sell
-4,589
Closed -$223K – 1467
2024
Q2 		$223K Buy
+4,589
New +$231K ﹤0.01% 1182

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 $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kestra Private Wealth Services's UAL Position: Q3 2024 in Review

Kestra Private Wealth Services sold out of United Airlines (UAL) in Q3 2024, closing a stake of 4,589 shares — an estimated $223K sold.

Kestra Private Wealth Services first reported a position in UAL in Q2 2024 and held it in 1 quarter. The position peaked at $223K in Q2 2024. 652 funds tracked by Wall St. Rank hold UAL as of Q3 2024.

  • Kestra Private Wealth Services reported no remaining United Airlines position as of Q3 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 4,589 United Airlines shares in Q3 2024, an estimated $223K.
  • Kestra Private Wealth Services first reported a position in United Airlines in Q2 2024 and held it in 1 quarter.
  • Kestra Private Wealth Services's United Airlines position peaked at $223K in Q2 2024.
  • 652 funds tracked by Wall St. Rank held United Airlines as of Q3 2024.

Based on Kestra Private Wealth Services's 13F filing for Q3 2024, filed 13 Nov 2024.