Polaris Wealth Advisory Group’s American Airlines Group AAL Stock Holding History

Polaris Wealth Advisory Group’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
2021 Q3	–	Sell	-9,318	Closed	-$200K	–	168
2021 Q2	$200K	Hold	9,318	–	–	0.01%	164
2021 Q1	$219K	Buy	+9,318	New	+$180K	0.01%	159
2020 Q3	–	Sell	-10,092	Closed	-$129K	–	155
2020 Q2	$129K	Buy	+10,092	New	+$122K	0.01%	140
2018 Q4	–	Sell	-500	Closed	-$21K	–	146
2018 Q3	$21K	Buy	+500	New	+$19.5K	﹤0.01%	321
2018 Q2	–	Sell	-500	Closed	-$26K	–	249
2018 Q1	$26K	Buy	+500	New	+$26.8K	﹤0.01%	275

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Polaris Wealth Advisory Group's AAL Position: Q3 2021 in Review

Polaris Wealth Advisory Group sold out of American Airlines Group (AAL) in Q3 2021, closing a stake of 9,318 shares — an estimated $200K sold.

Polaris Wealth Advisory Group first reported a position in AAL in Q1 2018 and held it in 5 quarters. The position peaked at $219K in Q1 2021. 569 funds tracked by Wall St. Rank hold AAL as of Q3 2021.

Polaris Wealth Advisory Group reported no remaining American Airlines Group position as of Q3 2021 after selling out during the quarter.
Polaris Wealth Advisory Group sold 9,318 American Airlines Group shares in Q3 2021, an estimated $200K.
Polaris Wealth Advisory Group first reported a position in American Airlines Group in Q1 2018 and held it in 5 quarters.
Polaris Wealth Advisory Group's American Airlines Group position peaked at $219K in Q1 2021.
569 funds tracked by Wall St. Rank held American Airlines Group as of Q3 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2021, filed 18 Oct 2021.