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WMG Financial Advisors’s American Airlines Group AAL Stock Holding History

WMG Financial Advisors’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
2024
Q1 		– Sell
-10,886
Closed -$150K – 147
2023
Q4 		$150K Buy
+10,886
New +$137K 0.1% 119
2023
Q3 		– Sell
-12,750
Closed -$229K – 100
2023
Q2 		$229K Buy
+12,750
New +$187K 0.17% 104
2023
Q1 		– Sell
-12,310
Closed -$157K – 119
2022
Q4 		$157K Buy
+12,310
New +$167K 0.13% 121

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 $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

WMG Financial Advisors's AAL Position: Q1 2024 in Review

WMG Financial Advisors sold out of American Airlines Group (AAL) in Q1 2024, closing a stake of 10,886 shares — an estimated $150K sold.

WMG Financial Advisors first reported a position in AAL in Q4 2022 and held it in 3 quarters. The position peaked at $229K in Q2 2023. 601 funds tracked by Wall St. Rank hold AAL as of Q1 2024.

  • WMG Financial Advisors reported no remaining American Airlines Group position as of Q1 2024 after selling out during the quarter.
  • WMG Financial Advisors sold 10,886 American Airlines Group shares in Q1 2024, an estimated $150K.
  • WMG Financial Advisors first reported a position in American Airlines Group in Q4 2022 and held it in 3 quarters.
  • WMG Financial Advisors's American Airlines Group position peaked at $229K in Q2 2023.
  • 601 funds tracked by Wall St. Rank held American Airlines Group as of Q1 2024.

Based on WMG Financial Advisors's 13F filing for Q1 2024, filed 7 May 2024.