BHWM
AL

Beaird Harris Wealth Management’s Air Lease Corp AL Stock Holding History

Beaird Harris 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
2024
Q2 		– Sell
-9
Closed -$463 – 721
2024
Q1 		$463 Hold
9
– – ﹤0.01% 594
2023
Q4 		$378 Buy
+9
New +$341 ﹤0.01% 579

Other funds holding AL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Beaird Harris Wealth Management's AL Position: Q2 2024 in Review

Beaird Harris Wealth Management sold out of Air Lease Corp (AL) in Q2 2024, closing a stake of 9 shares — an estimated $463 sold.

Beaird Harris Wealth Management first reported a position in AL in Q4 2023 and held it in 2 quarters. The position peaked at $463 in Q1 2024. 350 funds tracked by Wall St. Rank hold AL as of Q2 2024.

  • Beaird Harris Wealth Management reported no remaining Air Lease Corp position as of Q2 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 9 Air Lease Corp shares in Q2 2024, an estimated $463.
  • Beaird Harris Wealth Management first reported a position in Air Lease Corp in Q4 2023 and held it in 2 quarters.
  • Beaird Harris Wealth Management's Air Lease Corp position peaked at $463 in Q1 2024.
  • 350 funds tracked by Wall St. Rank held Air Lease Corp as of Q2 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.