Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s United Airlines UAL Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-32
Closed -$1.35K – 478
2023
Q3 		$1.35K Buy
+32
New +$1.62K ﹤0.01% 499

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State Street
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Morgan Stanley
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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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Legacy Financial Group (Iowa)'s UAL Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of United Airlines (UAL) in Q4 2023, closing a stake of 32 shares — an estimated $1.35K sold.

Legacy Financial Group (Iowa) first reported a position in UAL in Q3 2023 and held it in 1 quarter. The position peaked at $1.35K in Q3 2023. 629 funds tracked by Wall St. Rank hold UAL as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining United Airlines position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 32 United Airlines shares in Q4 2023, an estimated $1.35K.
  • Legacy Financial Group (Iowa) first reported a position in United Airlines in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s United Airlines position peaked at $1.35K in Q3 2023.
  • 629 funds tracked by Wall St. Rank held United Airlines as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.