BWA
AER icon

Burt Wealth Advisors’s AerCap AER Stock Holding History

Burt Wealth 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
2020
Q2 		– Sell
-48
Closed -$1K – 405
2020
Q1 		$1K Hold
48
– – ﹤0.01% 362
2019
Q4 		$3K Hold
48
– – ﹤0.01% 304
2019
Q3 		$3K Hold
48
– – ﹤0.01% 306
2019
Q2 		$2K Hold
48
– – ﹤0.01% 315
2019
Q1 		$2K Hold
48
– – ﹤0.01% 326
2018
Q4 		$2K Hold
48
– – ﹤0.01% 323
2018
Q3 		$3K Hold
48
– – ﹤0.01% 338
2018
Q2 		$3K Hold
48
– – ﹤0.01% 326
2018
Q1 		$2K Hold
48
– – ﹤0.01% 340
2017
Q4 		$3K Buy
+48
New +$2.5K ﹤0.01% 324
2016
Q1 		– Sell
-115
Closed -$4K – 663
2015
Q4 		$4K Buy
+115
New +$4.82K ﹤0.01% 389

Other funds holding AER

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return