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Bell & Brown Wealth Advisors’s Lear LEA Stock Holding History

Bell & Brown Wealth Advisors’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
2023
Q2 		$329K Sell
2,295
-20
-0.9% -$2.64K 0.16% 63
2023
Q1 		$323K Hold
2,315
– – 0.17% 62
2022
Q4 		$287K Hold
2,315
– – 0.16% 65
2022
Q3 		$277K Sell
2,315
-60
-3% -$8.29K 0.17% 60
2022
Q2 		$299K Sell
2,375
-110
-4% -$14.5K 0.16% 65
2022
Q1 		$354K Hold
2,485
– – 0.16% 63
2021
Q4 		$430K Sell
2,485
-50
-2% -$8.78K 0.21% 59
2021
Q3 		$397K Buy
+2,535
New +$415K 0.21% 59
2020
Q3 		$345K Hold
2,610
– – 0.25% 61
2020
Q2 		$299K Hold
2,610
– – 0.23% 64
2020
Q1 		$263K Sell
2,610
-100
-4% -$11.5K 0.24% 67
2019
Q4 		$372K Sell
2,710
-50
-2% -$6.2K 0.28% 71
2019
Q3 		$315K Hold
2,760
– – 0.26% 69
2019
Q2 		$384K Hold
2,760
– – 0.34% 65
2019
Q1 		$375K Hold
2,760
– – 0.34% 70
2018
Q4 		$339K Sell
2,760
-25
-0.9% -$3.34K 0.36% 66
2018
Q3 		$370K Hold
2,785
– – 0.34% 72
2018
Q2 		$517K Sell
2,785
-15
-0.5% -$2.94K 0.51% 64
2018
Q1 		$523K Sell
2,800
-25
-0.9% -$4.71K 0.55% 65
2017
Q4 		$499K Buy
+2,825
New +$496K 0.52% 66

Other funds holding LEA

BlackRock
BlackRock New York $5.7T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return