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WealthPLAN Partners’s United Airlines UAL Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-2,532
Closed -$139K – 1105
2023
Q2 		$139K Sell
2,532
-66
-3% -$3.12K 0.02% 344
2023
Q1 		$115K Buy
+2,598
New +$124K 0.01% 396

Other funds holding UAL

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

WealthPLAN Partners's UAL Position: Q3 2023 in Review

WealthPLAN Partners sold out of United Airlines (UAL) in Q3 2023, closing a stake of 2,532 shares — an estimated $139K sold.

WealthPLAN Partners first reported a position in UAL in Q1 2023 and held it in 2 quarters. The position peaked at $139K in Q2 2023. 621 funds tracked by Wall St. Rank hold UAL as of Q3 2023.

  • WealthPLAN Partners reported no remaining United Airlines position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 2,532 United Airlines shares in Q3 2023, an estimated $139K.
  • WealthPLAN Partners first reported a position in United Airlines in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's United Airlines position peaked at $139K in Q2 2023.
  • 621 funds tracked by Wall St. Rank held United Airlines as of Q3 2023.

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