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Capital Performance Advisors’s Willis Lease Finance WLFC Stock Holding History

Capital Performance Advisors’s Portfolio WLFC Stock Details WLFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-72
Closed -$3.57K – 2692
2024
Q3 		$3.57K Buy
+72
New +$2.37K ﹤0.01% 1269

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OAM
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Vanguard Group
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RC
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FTIA
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BCM
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Geode Capital Management
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Capital Performance Advisors's WLFC Position: Q4 2024 in Review

Capital Performance Advisors sold out of Willis Lease Finance (WLFC) in Q4 2024, closing a stake of 72 shares — an estimated $3.57K sold.

Capital Performance Advisors first reported a position in WLFC in Q3 2024 and held it in 1 quarter. The position peaked at $3.57K in Q3 2024. 104 funds tracked by Wall St. Rank hold WLFC as of Q4 2024.

  • Capital Performance Advisors reported no remaining Willis Lease Finance position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 72 Willis Lease Finance shares in Q4 2024, an estimated $3.57K.
  • Capital Performance Advisors first reported a position in Willis Lease Finance in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Willis Lease Finance position peaked at $3.57K in Q3 2024.
  • 104 funds tracked by Wall St. Rank held Willis Lease Finance as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.