CWA
AL

Carolina Wealth Advisors’s Air Lease Corp AL Stock Holding History

Carolina Wealth Advisors’s Portfolio AL Stock Details AL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-908
Closed -$40K – 305
2020
Q4 		$40K Hold
908
– – 0.03% 81
2020
Q3 		$27K Sell
908
-169
-16% -$4.98K 0.02% 79
2020
Q2 		$32K Hold
1,077
– – 0.03% 63
2020
Q1 		$24K Buy
+1,077
New +$40.9K 0.03% 66

Other funds holding AL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carolina Wealth Advisors's AL Position: Q1 2021 in Review

Carolina Wealth Advisors sold out of Air Lease Corp (AL) in Q1 2021, closing a stake of 908 shares — an estimated $40K sold.

Carolina Wealth Advisors first reported a position in AL in Q1 2020 and held it in 4 quarters. The position peaked at $40K in Q4 2020. 300 funds tracked by Wall St. Rank hold AL as of Q1 2021.

  • Carolina Wealth Advisors reported no remaining Air Lease Corp position as of Q1 2021 after selling out during the quarter.
  • Carolina Wealth Advisors sold 908 Air Lease Corp shares in Q1 2021, an estimated $40K.
  • Carolina Wealth Advisors first reported a position in Air Lease Corp in Q1 2020 and held it in 4 quarters.
  • Carolina Wealth Advisors's Air Lease Corp position peaked at $40K in Q4 2020.
  • 300 funds tracked by Wall St. Rank held Air Lease Corp as of Q1 2021.

Based on Carolina Wealth Advisors's 13F filing for Q1 2021, filed 9 Apr 2021.