SFS
AAL icon

Summit Financial Strategies’s American Airlines Group AAL Stock Holding History

Summit Financial Strategies’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
2021
Q3 		– Sell
-10,627
Closed -$225K – 120
2021
Q2 		$225K Buy
+10,627
New +$240K 0.04% 109

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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Summit Financial Strategies's AAL Position: Q3 2021 in Review

Summit Financial Strategies sold out of American Airlines Group (AAL) in Q3 2021, closing a stake of 10,627 shares — an estimated $225K sold.

Summit Financial Strategies first reported a position in AAL in Q2 2021 and held it in 1 quarter. The position peaked at $225K in Q2 2021. 569 funds tracked by Wall St. Rank hold AAL as of Q3 2021.

  • Summit Financial Strategies reported no remaining American Airlines Group position as of Q3 2021 after selling out during the quarter.
  • Summit Financial Strategies sold 10,627 American Airlines Group shares in Q3 2021, an estimated $225K.
  • Summit Financial Strategies first reported a position in American Airlines Group in Q2 2021 and held it in 1 quarter.
  • Summit Financial Strategies's American Airlines Group position peaked at $225K in Q2 2021.
  • 569 funds tracked by Wall St. Rank held American Airlines Group as of Q3 2021.

Based on Summit Financial Strategies's 13F filing for Q3 2021, filed 10 Nov 2021.