Lake Point Wealth Management’s American Airlines Group AAL Stock Holding History

Lake Point 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
2022 Q2	$34K	Hold	2,682	–	–	0.02%	84
2022 Q1	$49K	Sell	2,682 -1	-0%	-$17	0.02%	67
2021 Q4	$48K	Buy	2,683 +231	+9%	+$4.43K	0.02%	74
2021 Q3	$50K	Hold	2,452	–	–	0.02%	63
2021 Q2	$52K	Buy	+2,452	New	+$55.5K	0.02%	60
2020 Q1	$33K	Buy	2,687 +1,306	+95%	+$29.8K	0.03%	64
2019 Q4	$40K	Buy	+1,381	New	+$39.4K	0.01%	138
2019 Q2	$46K	Hold	1,424	–	–	0.02%	143
2019 Q1	$46K	Buy	1,424 +1,381	+3,212%	+$46.4K	0.02%	143
2018 Q4	$1K	Buy	+43	New	+$1.5K	﹤0.01%	732

Other funds holding AAL

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

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

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Lake Point Wealth Management's AAL Position: Q2 2022 in Review

Lake Point Wealth Management held its American Airlines Group (AAL) position steady in Q2 2022 at 2,682 shares worth $34K. The position accounts for 0.02% of the portfolio, ranked #84.

Lake Point Wealth Management first reported a position in AAL in Q4 2018 and has held it in 10 quarters since. The position peaked at $52K in Q2 2021. 577 funds tracked by Wall St. Rank hold AAL as of Q2 2022.

Lake Point Wealth Management held 2,682 shares of American Airlines Group worth $34K as of Q2 2022.
Lake Point Wealth Management left its American Airlines Group share count unchanged in Q2 2022.
American Airlines Group made up 0.02% of Lake Point Wealth Management's portfolio in Q2 2022, its #84 holding.
Lake Point Wealth Management first reported a position in American Airlines Group in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's American Airlines Group position peaked at $52K in Q2 2021.
577 funds tracked by Wall St. Rank held American Airlines Group as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.