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Western Pacific Wealth Management’s United Airlines UAL Stock Holding History

Western Pacific Wealth Management’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
2022
Q4 		– Sell
-831
Closed -$33.7K – 298
2022
Q3 		$27K Buy
+831
New +$30.9K 0.03% 151

Other funds holding UAL

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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Western Pacific Wealth Management's UAL Position: Q4 2022 in Review

Western Pacific Wealth Management sold out of United Airlines (UAL) in Q4 2022, closing a stake of 831 shares — an estimated $33.7K sold.

Western Pacific Wealth Management first reported a position in UAL in Q3 2022 and held it in 1 quarter. The position peaked at $27K in Q3 2022. 575 funds tracked by Wall St. Rank hold UAL as of Q4 2022.

  • Western Pacific Wealth Management reported no remaining United Airlines position as of Q4 2022 after selling out during the quarter.
  • Western Pacific Wealth Management sold 831 United Airlines shares in Q4 2022, an estimated $33.7K.
  • Western Pacific Wealth Management first reported a position in United Airlines in Q3 2022 and held it in 1 quarter.
  • Western Pacific Wealth Management's United Airlines position peaked at $27K in Q3 2022.
  • 575 funds tracked by Wall St. Rank held United Airlines as of Q4 2022.

Based on Western Pacific Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.