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Northwest Financial Advisors’s United Airlines UAL Stock Holding History

Northwest Financial Advisors’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
Q4 		– Sell
-150
Closed -$8.56K – 508
2024
Q3 		$8.56K Buy
+150
New +$6.94K 0.01% 410
2024
Q1 		– Sell
-150
Closed -$6.19K – 492
2023
Q4 		$6.19K Buy
+150
New +$5.9K 0.01% 422

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 $169B AUM 114.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northwest Financial Advisors's UAL Position: Q4 2024 in Review

Northwest Financial Advisors sold out of United Airlines (UAL) in Q4 2024, closing a stake of 150 shares — an estimated $8.56K sold.

Northwest Financial Advisors first reported a position in UAL in Q4 2023 and held it in 2 quarters. The position peaked at $8.56K in Q3 2024. 858 funds tracked by Wall St. Rank hold UAL as of Q4 2024.

  • Northwest Financial Advisors reported no remaining United Airlines position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 150 United Airlines shares in Q4 2024, an estimated $8.56K.
  • Northwest Financial Advisors first reported a position in United Airlines in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's United Airlines position peaked at $8.56K in Q3 2024.
  • 858 funds tracked by Wall St. Rank held United Airlines as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.