AWM
AL

AE Wealth Management’s Air Lease Corp AL Stock Holding History

AE Wealth Management’s Portfolio AL Stock Details AL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-5,178
Closed -$216K – 1620
2021
Q2 		$216K Buy
5,178
+123
+2% +$5.71K ﹤0.01% 1476
2021
Q1 		$248K Buy
5,055
+1
+0% +$46 ﹤0.01% 1325
2020
Q4 		$224K Buy
+5,054
New +$181K ﹤0.01% 1243
2020
Q1 		– Sell
-5,240
Closed -$249K – 1112
2019
Q4 		$249K Buy
5,240
+275
+6% +$12.3K 0.01% 981
2019
Q3 		$208K Buy
+4,965
New +$204K 0.01% 910

Other funds holding AL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AE Wealth Management's AL Position: Q3 2021 in Review

AE Wealth Management sold out of Air Lease Corp (AL) in Q3 2021, closing a stake of 5,178 shares — an estimated $216K sold.

AE Wealth Management first reported a position in AL in Q3 2019 and held it in 5 quarters. The position peaked at $249K in Q4 2019. 285 funds tracked by Wall St. Rank hold AL as of Q3 2021.

  • AE Wealth Management reported no remaining Air Lease Corp position as of Q3 2021 after selling out during the quarter.
  • AE Wealth Management sold 5,178 Air Lease Corp shares in Q3 2021, an estimated $216K.
  • AE Wealth Management first reported a position in Air Lease Corp in Q3 2019 and held it in 5 quarters.
  • AE Wealth Management's Air Lease Corp position peaked at $249K in Q4 2019.
  • 285 funds tracked by Wall St. Rank held Air Lease Corp as of Q3 2021.

Based on AE Wealth Management's 13F filing for Q3 2021, filed 1 Nov 2021.