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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

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State Street
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Geode Capital Management
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Invesco
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Two Sigma Investments
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USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return