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TFO Wealth Partners’s United Airlines UAL Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-7
Closed -$335 – 697
2024
Q1 		$335 Hold
7
– – ﹤0.01% 366
2023
Q4 		$289 Hold
7
– – ﹤0.01% 530
2023
Q3 		$384 Hold
7
– – ﹤0.01% 544
2023
Q2 		$384 Hold
7
– – ﹤0.01% 336
2023
Q1 		$310 Sell
7
-1
-13% -$48 ﹤0.01% 367
2022
Q4 		$324 Sell
8
-66
-89% -$2.68K ﹤0.01% 546
2022
Q3 		$2K Buy
+74
New +$2.75K ﹤0.01% 125
2021
Q3 		– Sell
-100
Closed -$5K – 183
2021
Q2 		$5K Buy
+100
New +$5.55K ﹤0.01% 90
2020
Q4 		– Sell
-282
Closed -$10K – 163
2020
Q3 		$10K Hold
282
– – ﹤0.01% 80
2020
Q2 		$10K Hold
282
– – ﹤0.01% 92
2020
Q1 		$8K Buy
+282
New +$18.6K ﹤0.01% 97

Other funds holding UAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TFO Wealth Partners's UAL Position: Q2 2024 in Review

TFO Wealth Partners sold out of United Airlines (UAL) in Q2 2024, closing a stake of 7 shares — an estimated $335 sold.

TFO Wealth Partners first reported a position in UAL in Q1 2020 and held it in 11 quarters. The position peaked at $10K in Q3 2020. 670 funds tracked by Wall St. Rank hold UAL as of Q2 2024.

  • TFO Wealth Partners reported no remaining United Airlines position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 7 United Airlines shares in Q2 2024, an estimated $335.
  • TFO Wealth Partners first reported a position in United Airlines in Q1 2020 and held it in 11 quarters.
  • TFO Wealth Partners's United Airlines position peaked at $10K in Q3 2020.
  • 670 funds tracked by Wall St. Rank held United Airlines as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.