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

SFMG 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
Q4 		– Sell
-17,795
Closed -$226K – 264
2022
Q3 		$226K Buy
17,795
+2,708
+18% +$37.8K 0.03% 205
2022
Q2 		$191K Hold
15,087
– – 0.02% 242
2022
Q1 		$275K Buy
15,087
+4,433
+42% +$75.3K 0.03% 215
2021
Q4 		$191K Buy
+10,654
New +$204K 0.02% 273
2020
Q1 		– Sell
-12,235
Closed -$351K – 144
2019
Q4 		$351K Hold
12,235
– – 0.04% 120
2019
Q3 		$330K Sell
12,235
-250
-2% -$7.32K 0.04% 113
2019
Q2 		$390K Buy
+12,485
New +$403K 0.05% 104
2018
Q3 		– Sell
-6,722
Closed -$255K – 142
2018
Q2 		$255K Hold
6,722
– – 0.04% 118
2018
Q1 		$349K Buy
6,722
+38
+0.6% +$2.04K 0.06% 96
2017
Q4 		$348K Sell
6,684
-85
-1% -$4.24K 0.06% 102
2017
Q3 		$321K Sell
6,769
-22
-0.3% -$1.06K 0.06% 95
2017
Q2 		$342K Sell
6,791
-27
-0.4% -$1.25K 0.07% 85
2017
Q1 		$288K Hold
6,818
– – 0.06% 90
2016
Q4 		$318K Sell
6,818
-1,515
-18% -$66K 0.07% 80
2016
Q3 		$305K Buy
8,333
+760
+10% +$26.8K 0.07% 83
2016
Q2 		$214K Buy
7,573
+729
+11% +$24.6K 0.05% 99
2016
Q1 		$281K Sell
6,844
-85
-1% -$3.42K 0.06% 83
2015
Q4 		$293K Buy
6,929
+1
+0% +$43 0.07% 89
2015
Q3 		$269K Buy
+6,928
New +$284K 0.07% 89
2015
Q2 		– Sell
-11,581
Closed -$611K – 121
2015
Q1 		$611K Buy
11,581
+7,078
+157% +$359K 0.05% 85
2014
Q4 		$241K Buy
+4,503
New +$194K 0.05% 103

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SFMG Wealth Advisors's AAL Position: Q4 2022 in Review

SFMG Wealth Advisors sold out of American Airlines Group (AAL) in Q4 2022, closing a stake of 17,795 shares — an estimated $226K sold.

SFMG Wealth Advisors first reported a position in AAL in Q4 2014 and held it in 21 quarters. The position peaked at $611K in Q1 2015. 571 funds tracked by Wall St. Rank hold AAL as of Q4 2022.

  • SFMG Wealth Advisors reported no remaining American Airlines Group position as of Q4 2022 after selling out during the quarter.
  • SFMG Wealth Advisors sold 17,795 American Airlines Group shares in Q4 2022, an estimated $226K.
  • SFMG Wealth Advisors first reported a position in American Airlines Group in Q4 2014 and held it in 21 quarters.
  • SFMG Wealth Advisors's American Airlines Group position peaked at $611K in Q1 2015.
  • 571 funds tracked by Wall St. Rank held American Airlines Group as of Q4 2022.

Based on SFMG Wealth Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.