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Beaird Harris Wealth Management’s Lear LEA Stock Holding History

Beaird Harris Wealth Management’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
2024
Q1 		– Sell
-28
Closed -$3.95K – 638
2023
Q4 		$3.95K Buy
+28
New +$3.75K ﹤0.01% 407
2023
Q1 		– Sell
-16
Closed -$1.98K – 619
2022
Q4 		$1.98K Buy
+16
New +$2.12K ﹤0.01% 587
2022
Q2 		– Sell
-19
Closed -$3K – 513
2022
Q1 		$3K Buy
+19
New +$3.09K ﹤0.01% 488

Other funds holding LEA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Beaird Harris Wealth Management's LEA Position: Q1 2024 in Review

Beaird Harris Wealth Management sold out of Lear (LEA) in Q1 2024, closing a stake of 28 shares — an estimated $3.95K sold.

Beaird Harris Wealth Management first reported a position in LEA in Q1 2022 and held it in 3 quarters. The position peaked at $3.95K in Q4 2023. 483 funds tracked by Wall St. Rank hold LEA as of Q1 2024.

  • Beaird Harris Wealth Management reported no remaining Lear position as of Q1 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 28 Lear shares in Q1 2024, an estimated $3.95K.
  • Beaird Harris Wealth Management first reported a position in Lear in Q1 2022 and held it in 3 quarters.
  • Beaird Harris Wealth Management's Lear position peaked at $3.95K in Q4 2023.
  • 483 funds tracked by Wall St. Rank held Lear as of Q1 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.