WLPWM
AAL icon

Walled Lake Planning & Wealth Management’s American Airlines Group AAL Stock Holding History

Walled Lake Planning & Wealth Management’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
2020
Q3 		– Sell
-153
Closed -$2K – 335
2020
Q2 		$2K Hold
153
– – ﹤0.01% 277
2020
Q1 		$2K Buy
153
+1
+0.7% +$23 ﹤0.01% 268
2019
Q4 		$4K Buy
+152
New +$4.33K ﹤0.01% 236

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Walled Lake Planning & Wealth Management's AAL Position: Q3 2020 in Review

Walled Lake Planning & Wealth Management sold out of American Airlines Group (AAL) in Q3 2020, closing a stake of 153 shares — an estimated $2K sold.

Walled Lake Planning & Wealth Management first reported a position in AAL in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 495 funds tracked by Wall St. Rank hold AAL as of Q3 2020.

  • Walled Lake Planning & Wealth Management reported no remaining American Airlines Group position as of Q3 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 153 American Airlines Group shares in Q3 2020, an estimated $2K.
  • Walled Lake Planning & Wealth Management first reported a position in American Airlines Group in Q4 2019 and held it in 3 quarters.
  • Walled Lake Planning & Wealth Management's American Airlines Group position peaked at $4K in Q4 2019.
  • 495 funds tracked by Wall St. Rank held American Airlines Group as of Q3 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.