TRUE Private Wealth Advisors’s United Airlines UAL Stock Holding History

TRUE Private Wealth Advisors’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
2021 Q2	–	Sell	-3,480	Closed	-$200K	–	250
2021 Q1	$200K	Sell	3,480 -426	-11%	-$20.8K	0.03%	225
2020 Q4	$168K	Buy	3,906 +3,756	+2,504%	+$152K	0.03%	210
2020 Q3	$5K	Buy	150 +50	+50%	+$1.73K	﹤0.01%	569
2020 Q2	$3K	Buy	+100	New	+$3K	﹤0.01%	604
2018 Q4	–	Sell	-48	Closed	-$4.28K	–	863
2018 Q3	$4.28K	Buy	+48	New	+$3.96K	﹤0.01%	917

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

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

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

TRUE Private Wealth Advisors's UAL Position: Q2 2021 in Review

TRUE Private Wealth Advisors sold out of United Airlines (UAL) in Q2 2021, closing a stake of 3,480 shares — an estimated $200K sold.

TRUE Private Wealth Advisors first reported a position in UAL in Q3 2018 and held it in 5 quarters. The position peaked at $200K in Q1 2021. 561 funds tracked by Wall St. Rank hold UAL as of Q2 2021.

TRUE Private Wealth Advisors reported no remaining United Airlines position as of Q2 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 3,480 United Airlines shares in Q2 2021, an estimated $200K.
TRUE Private Wealth Advisors first reported a position in United Airlines in Q3 2018 and held it in 5 quarters.
TRUE Private Wealth Advisors's United Airlines position peaked at $200K in Q1 2021.
561 funds tracked by Wall St. Rank held United Airlines as of Q2 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.