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Resurgent Financial Advisors’s United Airlines UAL Stock Holding History

Resurgent Financial 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
Q1 		– Sell
-2,196
Closed -$82.8K – 626
2022
Q4 		$82.8K Buy
+2,196
New +$89.1K 0.04% 331

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 $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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Resurgent Financial Advisors's UAL Position: Q1 2023 in Review

Resurgent Financial Advisors sold out of United Airlines (UAL) in Q1 2023, closing a stake of 2,196 shares — an estimated $82.8K sold.

Resurgent Financial Advisors first reported a position in UAL in Q4 2022 and held it in 1 quarter. The position peaked at $82.8K in Q4 2022. 602 funds tracked by Wall St. Rank hold UAL as of Q1 2023.

  • Resurgent Financial Advisors reported no remaining United Airlines position as of Q1 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 2,196 United Airlines shares in Q1 2023, an estimated $82.8K.
  • Resurgent Financial Advisors first reported a position in United Airlines in Q4 2022 and held it in 1 quarter.
  • Resurgent Financial Advisors's United Airlines position peaked at $82.8K in Q4 2022.
  • 602 funds tracked by Wall St. Rank held United Airlines as of Q1 2023.

Based on Resurgent Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.