AJOVista’s Willis Lease Finance WLFC Stock Holding History

AJOVista’s Portfolio WLFC Stock Details WLFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-624	Closed	-$10.2K	–	425
2023 Q4	$10.2K	Buy	+624	New	+$9.28K	0.01%	410

Other funds holding WLFC

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AJOVista's WLFC Position: Q1 2024 in Review

AJOVista sold out of Willis Lease Finance (WLFC) in Q1 2024, closing a stake of 624 shares — an estimated $10.2K sold.

AJOVista first reported a position in WLFC in Q4 2023 and held it in 1 quarter. The position peaked at $10.2K in Q4 2023. 50 funds tracked by Wall St. Rank hold WLFC as of Q1 2024.

AJOVista reported no remaining Willis Lease Finance position as of Q1 2024 after selling out during the quarter.
AJOVista sold 624 Willis Lease Finance shares in Q1 2024, an estimated $10.2K.
AJOVista first reported a position in Willis Lease Finance in Q4 2023 and held it in 1 quarter.
AJOVista's Willis Lease Finance position peaked at $10.2K in Q4 2023.
50 funds tracked by Wall St. Rank held Willis Lease Finance as of Q1 2024.

Based on AJOVista's 13F filing for Q1 2024, filed 10 May 2024.