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Beaumont Financial Advisors’s AerCap AER Stock Holding History

Beaumont Financial Advisors’s Portfolio AER Stock Details AER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,795
Closed -$219K – 351
2021
Q3 		$219K Buy
+3,795
New +$203K 0.02% 332
2021
Q2 		– Sell
-3,795
Closed -$223K – 366
2021
Q1 		$223K Buy
+3,795
New +$185K 0.02% 317

Other funds holding AER

GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Beaumont Financial Advisors's AER Position: Q4 2021 in Review

Beaumont Financial Advisors sold out of AerCap (AER) in Q4 2021, closing a stake of 3,795 shares — an estimated $219K sold.

Beaumont Financial Advisors first reported a position in AER in Q1 2021 and held it in 2 quarters. The position peaked at $223K in Q1 2021. 330 funds tracked by Wall St. Rank hold AER as of Q4 2021.

  • Beaumont Financial Advisors reported no remaining AerCap position as of Q4 2021 after selling out during the quarter.
  • Beaumont Financial Advisors sold 3,795 AerCap shares in Q4 2021, an estimated $219K.
  • Beaumont Financial Advisors first reported a position in AerCap in Q1 2021 and held it in 2 quarters.
  • Beaumont Financial Advisors's AerCap position peaked at $223K in Q1 2021.
  • 330 funds tracked by Wall St. Rank held AerCap as of Q4 2021.

Based on Beaumont Financial Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.