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Prevail Innovative Wealth Advisors’s United Airlines UAL Stock Holding History

Prevail Innovative 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
2023
Q4 		– Sell
-34,801
Closed -$1.47M – 158
2023
Q3 		$1.47M Buy
+34,801
New +$1.76M 0.76% 56

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 $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

Prevail Innovative Wealth Advisors's UAL Position: Q4 2023 in Review

Prevail Innovative Wealth Advisors sold out of United Airlines (UAL) in Q4 2023, closing a stake of 34,801 shares — an estimated $1.47M sold.

Prevail Innovative Wealth Advisors first reported a position in UAL in Q3 2023 and held it in 1 quarter. The position peaked at $1.47M in Q3 2023. 629 funds tracked by Wall St. Rank hold UAL as of Q4 2023.

  • Prevail Innovative Wealth Advisors reported no remaining United Airlines position as of Q4 2023 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 34,801 United Airlines shares in Q4 2023, an estimated $1.47M.
  • Prevail Innovative Wealth Advisors first reported a position in United Airlines in Q3 2023 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's United Airlines position peaked at $1.47M in Q3 2023.
  • 629 funds tracked by Wall St. Rank held United Airlines as of Q4 2023.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.