RIA Advisory Group’s United Airlines UAL Stock Holding History

RIA Advisory Group’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 Q1	–	Sell	-1,634	Closed	-$401K	–	206
2023 Q4	$401K	Buy	+1,634	New	+$64.2K	0.17%	69

Other funds holding UAL

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

RIA Advisory Group's UAL Position: Q1 2024 in Review

RIA Advisory Group sold out of United Airlines (UAL) in Q1 2024, closing a stake of 1,634 shares — an estimated $401K sold.

RIA Advisory Group first reported a position in UAL in Q4 2023 and held it in 1 quarter. The position peaked at $401K in Q4 2023. 636 funds tracked by Wall St. Rank hold UAL as of Q1 2024.

RIA Advisory Group reported no remaining United Airlines position as of Q1 2024 after selling out during the quarter.
RIA Advisory Group sold 1,634 United Airlines shares in Q1 2024, an estimated $401K.
RIA Advisory Group first reported a position in United Airlines in Q4 2023 and held it in 1 quarter.
RIA Advisory Group's United Airlines position peaked at $401K in Q4 2023.
636 funds tracked by Wall St. Rank held United Airlines as of Q1 2024.

Based on RIA Advisory Group's 13F filing for Q1 2024, filed 3 May 2024.