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Optimum Investment Advisors’s American Airlines Group AAL Stock Holding History

Optimum Investment Advisors’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
2023
Q1 		– Sell
-1,745
Closed -$22.2K – 739
2022
Q4 		$22.2K Hold
1,745
– – 0.01% 474
2022
Q3 		$21K Hold
1,745
– – 0.01% 487
2022
Q2 		$22K Hold
1,745
– – 0.01% 497
2022
Q1 		$32K Hold
1,745
– – 0.01% 506
2021
Q4 		$31K Buy
1,745
+25
+1% +$479 0.01% 541
2021
Q3 		$35K Buy
1,720
+785
+84% +$15.9K 0.01% 515
2021
Q2 		$20K Sell
935
-785
-46% -$17.8K 0.01% 655
2021
Q1 		$41K Hold
1,720
– – 0.01% 537
2020
Q4 		$27K Hold
1,720
– – 0.01% 577
2020
Q3 		$21K Sell
1,720
-300
-15% -$3.76K 0.01% 596
2020
Q2 		$26K Buy
2,020
+300
+17% +$3.64K 0.01% 550
2020
Q1 		$21K Hold
1,720
– – 0.01% 560
2019
Q4 		$49K Hold
1,720
– – 0.01% 519
2019
Q3 		$46K Sell
1,720
-600
-26% -$17.6K 0.01% 527
2019
Q2 		$76K Hold
2,320
– – 0.02% 424
2019
Q1 		$74K Buy
2,320
+108
+5% +$3.63K 0.02% 434
2018
Q4 		$71K Sell
2,212
-1,990
-47% -$69.3K 0.02% 405
2018
Q3 		$174K Hold
4,202
– – 0.05% 324
2018
Q2 		$160K Hold
4,202
– – 0.05% 327
2018
Q1 		$218K Hold
4,202
– – 0.06% 271
2017
Q4 		$219K Buy
+4,202
New +$209K 0.07% 277
2016
Q1 		– Sell
-6,174
Closed -$261K – 268
2015
Q4 		$261K Sell
6,174
-1,096
-15% -$47.5K 0.1% 222
2015
Q3 		$282K Buy
+7,270
New +$299K 0.11% 211
2015
Q1 		$336K Buy
6,364
+1,700
+36% +$86.3K 0.11% 203
2014
Q4 		$250K Buy
4,664
+400
+9% +$17.2K 0.08% 237
2014
Q3 		$151K Buy
4,264
+1,352
+46% +$53.2K 0.05% 297
2014
Q2 		$125K Buy
2,912
+223
+8% +$8.7K 0.04% 321
2014
Q1 		$98K Buy
2,689
+1,224
+84% +$41.7K 0.04% 303
2013
Q4 		$37K Buy
+1,465
New +$37.7K 0.01% 429

Other funds holding AAL

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Optimum Investment Advisors's AAL Position: Q1 2023 in Review

Optimum Investment Advisors sold out of American Airlines Group (AAL) in Q1 2023, closing a stake of 1,745 shares — an estimated $22.2K sold.

Optimum Investment Advisors first reported a position in AAL in Q4 2013 and held it in 29 quarters. The position peaked at $336K in Q1 2015. 561 funds tracked by Wall St. Rank hold AAL as of Q1 2023.

  • Optimum Investment Advisors reported no remaining American Airlines Group position as of Q1 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,745 American Airlines Group shares in Q1 2023, an estimated $22.2K.
  • Optimum Investment Advisors first reported a position in American Airlines Group in Q4 2013 and held it in 29 quarters.
  • Optimum Investment Advisors's American Airlines Group position peaked at $336K in Q1 2015.
  • 561 funds tracked by Wall St. Rank held American Airlines Group as of Q1 2023.

Based on Optimum Investment Advisors's 13F filing for Q1 2023, filed 3 May 2023.