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Sax Wealth Advisors’s American Airlines Group AAL Stock Holding History

Sax Wealth Advisors’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
2022
Q2 		– Sell
-11,300
Closed -$206K – 165
2022
Q1 		$206K Sell
11,300
-150
-1% -$2.55K 0.05% 167
2021
Q4 		$206K Sell
11,450
-10,972
-49% -$210K 0.04% 174
2021
Q3 		$460K Buy
22,422
+1,055
+5% +$21.4K 0.11% 105
2021
Q2 		$453K Buy
21,367
+6,345
+42% +$144K 0.16% 99
2021
Q1 		$359K Buy
+15,022
New +$290K 0.13% 106

Other funds holding AAL

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Sax Wealth Advisors's AAL Position: Q2 2022 in Review

Sax Wealth Advisors sold out of American Airlines Group (AAL) in Q2 2022, closing a stake of 11,300 shares — an estimated $206K sold.

Sax Wealth Advisors first reported a position in AAL in Q1 2021 and held it in 5 quarters. The position peaked at $460K in Q3 2021. 577 funds tracked by Wall St. Rank hold AAL as of Q2 2022.

  • Sax Wealth Advisors reported no remaining American Airlines Group position as of Q2 2022 after selling out during the quarter.
  • Sax Wealth Advisors sold 11,300 American Airlines Group shares in Q2 2022, an estimated $206K.
  • Sax Wealth Advisors first reported a position in American Airlines Group in Q1 2021 and held it in 5 quarters.
  • Sax Wealth Advisors's American Airlines Group position peaked at $460K in Q3 2021.
  • 577 funds tracked by Wall St. Rank held American Airlines Group as of Q2 2022.

Based on Sax Wealth Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.