Wealthcare Advisory Partners’s United Airlines UAL Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-1,258	Closed	-$72K	–	1772
2021 Q1	$72K	Buy	+1,258	New	+$61.4K	0.01%	770
2020 Q2	–	Sell	-900	Closed	-$28K	–	1279
2020 Q1	$28K	Buy	+900	New	+$59.5K	﹤0.01%	636
2018 Q2	–	Sell	-21	Closed	-$1K	–	1315
2018 Q1	$1K	Hold	21	–	–	﹤0.01%	1034
2017 Q4	$1K	Buy	21 +18	+600%	+$1.12K	﹤0.01%	1036
2017 Q3	$0	Buy	+3	New	+$200	﹤0.01%	931

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

Wealthcare Advisory Partners's UAL Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of United Airlines (UAL) in Q2 2021, closing a stake of 1,258 shares — an estimated $72K sold.

Wealthcare Advisory Partners first reported a position in UAL in Q3 2017 and held it in 5 quarters. The position peaked at $72K in Q1 2021. 561 funds tracked by Wall St. Rank hold UAL as of Q2 2021.

Wealthcare Advisory Partners reported no remaining United Airlines position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,258 United Airlines shares in Q2 2021, an estimated $72K.
Wealthcare Advisory Partners first reported a position in United Airlines in Q3 2017 and held it in 5 quarters.
Wealthcare Advisory Partners's United Airlines position peaked at $72K in Q1 2021.
561 funds tracked by Wall St. Rank held United Airlines as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.