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Ashton Thomas Private Wealth’s Willis Lease Finance WLFC Stock Holding History

Ashton Thomas Private Wealth’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
Q3 		– Sell
-69
Closed -$1.59K – 1849
2024
Q2 		$1.59K Buy
+69
New +$1.33K ﹤0.01% 1774

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RC
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BCM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
P2P
Phase 2 Partners San Francisco, California $133M AUM 30.43% 1-Year Est. Return

Ashton Thomas Private Wealth's WLFC Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Willis Lease Finance (WLFC) in Q3 2024, closing a stake of 69 shares — an estimated $1.59K sold.

Ashton Thomas Private Wealth first reported a position in WLFC in Q2 2024 and held it in 1 quarter. The position peaked at $1.59K in Q2 2024. 82 funds tracked by Wall St. Rank hold WLFC as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining Willis Lease Finance position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 69 Willis Lease Finance shares in Q3 2024, an estimated $1.59K.
  • Ashton Thomas Private Wealth first reported a position in Willis Lease Finance in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's Willis Lease Finance position peaked at $1.59K in Q2 2024.
  • 82 funds tracked by Wall St. Rank held Willis Lease Finance as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.