CWC
AL

Carolinas Wealth Consulting’s Air Lease Corp AL Stock Holding History

Carolinas Wealth Consulting’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
2023
Q1 		– Sell
-12
Closed -$502 – 1060
2022
Q4 		$461 Buy
+12
New +$432 ﹤0.01% 1006

Other funds holding AL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Carolinas Wealth Consulting's AL Position: Q1 2023 in Review

Carolinas Wealth Consulting sold out of Air Lease Corp (AL) in Q1 2023, closing a stake of 12 shares — an estimated $502 sold.

Carolinas Wealth Consulting first reported a position in AL in Q4 2022 and held it in 1 quarter. The position peaked at $461 in Q4 2022. 295 funds tracked by Wall St. Rank hold AL as of Q1 2023.

  • Carolinas Wealth Consulting reported no remaining Air Lease Corp position as of Q1 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 12 Air Lease Corp shares in Q1 2023, an estimated $502.
  • Carolinas Wealth Consulting first reported a position in Air Lease Corp in Q4 2022 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Air Lease Corp position peaked at $461 in Q4 2022.
  • 295 funds tracked by Wall St. Rank held Air Lease Corp as of Q1 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2023, filed 16 May 2023.