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Avion Wealth’s Lear LEA Stock Holding History

Avion Wealth’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
2026
Q1 		$3K Hold
28
– – ﹤0.01% 790
2025
Q4 		$3K Hold
28
– – ﹤0.01% 796
2025
Q3 		$2K Buy
28
+5
+22% +$519 ﹤0.01% 872
2025
Q2 		$2K Buy
23
+13
+130% +$1.14K ﹤0.01% 827
2025
Q1 		$0 Buy
+10
New +$949 ﹤0.01% 1214
2024
Q3 		– Sell
-8
Closed – – 1196
2024
Q2 		$0 Sell
8
-8
-50% -$1.02K ﹤0.01% 1118
2024
Q1 		$3K Buy
16
+4
+33% +$547 ﹤0.01% 576
2023
Q4 		$2K Buy
12
+8
+200% +$1.07K ﹤0.01% 585
2023
Q3 		$0 Hold
4
– – ﹤0.01% 1029
2023
Q2 		$0 Buy
4
+2
+100% +$264 ﹤0.01% 907
2023
Q1 		$0 Buy
+2
New +$276 ﹤0.01% 676

Other funds holding LEA

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return