WP
AAL icon

WealthPLAN Partners’s American Airlines Group AAL Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-967
Closed -$17.3K – 318
2023
Q2 		$17.3K Sell
967
-50
-5% -$733 ﹤0.01% 706
2023
Q1 		$15K Buy
+1,017
New +$15.9K ﹤0.01% 778
2016
Q3 		$151 Sell
4
-4
-50% -$141 ﹤0.01% 937
2016
Q2 		$113 Buy
+8
New +$270 ﹤0.01% 2429
2015
Q4 		$169 Buy
+12
New +$520 ﹤0.01% 1624
2015
Q2 		$0 Sell
4
-200
-98% -$9.12K ﹤0.01% 423
2015
Q1 		$11K Buy
+204
New +$10.4K 0.01% 373

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 $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's AAL Position: Q3 2023 in Review

WealthPLAN Partners sold out of American Airlines Group (AAL) in Q3 2023, closing a stake of 967 shares — an estimated $17.3K sold.

WealthPLAN Partners first reported a position in AAL in Q1 2015 and held it in 7 quarters. The position peaked at $17.3K in Q2 2023. 565 funds tracked by Wall St. Rank hold AAL as of Q3 2023.

  • WealthPLAN Partners reported no remaining American Airlines Group position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 967 American Airlines Group shares in Q3 2023, an estimated $17.3K.
  • WealthPLAN Partners first reported a position in American Airlines Group in Q1 2015 and held it in 7 quarters.
  • WealthPLAN Partners's American Airlines Group position peaked at $17.3K in Q2 2023.
  • 565 funds tracked by Wall St. Rank held American Airlines Group as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.