Safeguard Investment Advisory Group’s American Airlines Group AAL Stock Holding History

Safeguard Investment 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
2023 Q2	–	Sell	-10,226	Closed	-$151K	–	104
2023 Q1	$151K	Sell	10,226 -637	-6%	-$9.93K	0.07%	95
2022 Q4	$138K	Sell	10,863 -85	-0.8%	-$1.15K	0.09%	93
2022 Q3	$131K	Sell	10,948 -712	-6%	-$9.93K	0.09%	90
2022 Q2	$212K	Hold	11,660	–	–	0.13%	85
2022 Q1	$212K	Sell	11,660 -26	-0.2%	-$442	0.14%	77
2021 Q4	$209K	Sell	11,686 -464	-4%	-$8.9K	0.12%	88
2021 Q3	$249K	Sell	12,150 -77	-0.6%	-$1.56K	0.16%	77
2021 Q2	$259K	Buy	+12,227	New	+$277K	0.18%	73
2021 Q1	–	Sell	-10,296	Closed	-$162K	–	79
2020 Q4	$162K	Buy	+10,296	New	+$143K	0.14%	84

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

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

Safeguard Investment Advisory Group's AAL Position: Q2 2023 in Review

Safeguard Investment Advisory Group sold out of American Airlines Group (AAL) in Q2 2023, closing a stake of 10,226 shares — an estimated $151K sold.

Safeguard Investment Advisory Group first reported a position in AAL in Q4 2020 and held it in 9 quarters. The position peaked at $259K in Q2 2021. 565 funds tracked by Wall St. Rank hold AAL as of Q2 2023.

Safeguard Investment Advisory Group reported no remaining American Airlines Group position as of Q2 2023 after selling out during the quarter.
Safeguard Investment Advisory Group sold 10,226 American Airlines Group shares in Q2 2023, an estimated $151K.
Safeguard Investment Advisory Group first reported a position in American Airlines Group in Q4 2020 and held it in 9 quarters.
Safeguard Investment Advisory Group's American Airlines Group position peaked at $259K in Q2 2021.
565 funds tracked by Wall St. Rank held American Airlines Group as of Q2 2023.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2023, filed 1 Aug 2023.