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Paces Ferry Wealth Advisors’s United Airlines UAL Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-62
Closed -$2K – 1044
2020
Q3 		$2K Buy
+62
New +$2.15K ﹤0.01% 720

Other funds holding UAL

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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Paces Ferry Wealth Advisors's UAL Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of United Airlines (UAL) in Q4 2020, closing a stake of 62 shares — an estimated $2K sold.

Paces Ferry Wealth Advisors first reported a position in UAL in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 551 funds tracked by Wall St. Rank hold UAL as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining United Airlines position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 62 United Airlines shares in Q4 2020, an estimated $2K.
  • Paces Ferry Wealth Advisors first reported a position in United Airlines in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's United Airlines position peaked at $2K in Q3 2020.
  • 551 funds tracked by Wall St. Rank held United Airlines as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.