AWM
AL

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

Avitas 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
-43,039
Closed -$1.8M – 194
2021
Q2 		$1.8M Buy
43,039
+972
+2% +$45.1K 0.32% 114
2021
Q1 		$2.06M Buy
42,067
+476
+1% +$21.7K 0.4% 94
2020
Q4 		$1.85M Buy
+41,591
New +$1.49M 0.37% 110

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

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

Avitas Wealth Management sold out of Air Lease Corp (AL) in Q3 2021, closing a stake of 43,039 shares — an estimated $1.8M sold.

Avitas Wealth Management first reported a position in AL in Q4 2020 and held it in 3 quarters. The position peaked at $2.06M in Q1 2021. 285 funds tracked by Wall St. Rank hold AL as of Q3 2021.

  • Avitas Wealth Management reported no remaining Air Lease Corp position as of Q3 2021 after selling out during the quarter.
  • Avitas Wealth Management sold 43,039 Air Lease Corp shares in Q3 2021, an estimated $1.8M.
  • Avitas Wealth Management first reported a position in Air Lease Corp in Q4 2020 and held it in 3 quarters.
  • Avitas Wealth Management's Air Lease Corp position peaked at $2.06M in Q1 2021.
  • 285 funds tracked by Wall St. Rank held Air Lease Corp as of Q3 2021.

Based on Avitas Wealth Management's 13F filing for Q3 2021, filed 28 Oct 2021.