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Reston Wealth Management’s United Airlines UAL Stock Holding History

Reston Wealth Management’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
-65
Closed -$3.71K – 404
2024
Q3 		$3.71K Buy
+65
New +$3.01K ﹤0.01% 326

Other funds holding UAL

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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

Reston Wealth Management's UAL Position: Q4 2024 in Review

Reston Wealth Management sold out of United Airlines (UAL) in Q4 2024, closing a stake of 65 shares — an estimated $3.71K sold.

Reston Wealth Management first reported a position in UAL in Q3 2024 and held it in 1 quarter. The position peaked at $3.71K in Q3 2024. 858 funds tracked by Wall St. Rank hold UAL as of Q4 2024.

  • Reston Wealth Management reported no remaining United Airlines position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 65 United Airlines shares in Q4 2024, an estimated $3.71K.
  • Reston Wealth Management first reported a position in United Airlines in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's United Airlines position peaked at $3.71K in Q3 2024.
  • 858 funds tracked by Wall St. Rank held United Airlines as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.