SeaCrest Wealth Management’s United Airlines UAL Stock Holding History

SeaCrest 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
2022 Q3	–	Sell	-451	Closed	-$16K	–	1456
2022 Q2	$16K	Buy	+451	New	+$19.8K	﹤0.01%	1578
2019 Q2	–	Sell	-450	Closed	-$36K	–	1747
2019 Q1	$36K	Buy	450 +50	+13%	+$4.22K	0.01%	1059
2018 Q4	$33K	Buy	400 +150	+60%	+$13.2K	0.01%	1049
2018 Q3	$22K	Sell	250 -550	-69%	-$45.4K	﹤0.01%	1344
2018 Q2	$56K	Sell	800 -400	-33%	-$27.8K	0.01%	940
2018 Q1	$83K	Buy	1,200 +900	+300%	+$62.2K	0.02%	768
2017 Q4	$20K	Buy	+300	New	+$18.7K	﹤0.01%	1348

Other funds holding UAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

SeaCrest Wealth Management's UAL Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of United Airlines (UAL) in Q3 2022, closing a stake of 451 shares — an estimated $16K sold.

SeaCrest Wealth Management first reported a position in UAL in Q4 2017 and held it in 7 quarters. The position peaked at $83K in Q1 2018. 506 funds tracked by Wall St. Rank hold UAL as of Q3 2022.

SeaCrest Wealth Management reported no remaining United Airlines position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 451 United Airlines shares in Q3 2022, an estimated $16K.
SeaCrest Wealth Management first reported a position in United Airlines in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's United Airlines position peaked at $83K in Q1 2018.
506 funds tracked by Wall St. Rank held United Airlines as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.