AWM
LEA icon

AE Wealth Management’s Lear LEA Stock Holding History

AE Wealth Management’s Portfolio LEA Stock Details LEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,043
Closed -$1.49M – 1288
2024
Q2 		$1.49M Sell
13,043
-252
-2% -$32.3K 0.01% 599
2024
Q1 		$1.93M Sell
13,295
-20,041
-60% -$2.74M 0.02% 498
2023
Q4 		$4.46M Buy
+33,336
New +$4.47M 0.02% 635

Other funds holding LEA

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

AE Wealth Management's LEA Position: Q3 2024 in Review

AE Wealth Management sold out of Lear (LEA) in Q3 2024, closing a stake of 13,043 shares — an estimated $1.49M sold.

AE Wealth Management first reported a position in LEA in Q4 2023 and held it in 3 quarters. The position peaked at $4.46M in Q4 2023. 434 funds tracked by Wall St. Rank hold LEA as of Q3 2024.

  • AE Wealth Management reported no remaining Lear position as of Q3 2024 after selling out during the quarter.
  • AE Wealth Management sold 13,043 Lear shares in Q3 2024, an estimated $1.49M.
  • AE Wealth Management first reported a position in Lear in Q4 2023 and held it in 3 quarters.
  • AE Wealth Management's Lear position peaked at $4.46M in Q4 2023.
  • 434 funds tracked by Wall St. Rank held Lear as of Q3 2024.

Based on AE Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.