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Carolinas Wealth Consulting’s Lear LEA Stock Holding History

Carolinas Wealth Consulting’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
2024
Q4 		– Sell
-66
Closed -$7.2K – 1084
2024
Q3 		$7.2K Hold
66
– – ﹤0.01% 611
2024
Q2 		$7.54K Hold
66
– – ﹤0.01% 600
2024
Q1 		$9.56K Buy
66
+3
+5% +$411 ﹤0.01% 565
2023
Q4 		$8.83K Hold
63
– – ﹤0.01% 555
2023
Q3 		$8.11K Sell
63
-2
-3% -$289 ﹤0.01% 542
2023
Q2 		$9.31K Sell
65
-28
-30% -$3.7K ﹤0.01% 601
2023
Q1 		$13K Buy
93
+81
+675% +$11.2K ﹤0.01% 566
2022
Q4 		$1.49K Buy
+12
New +$1.59K ﹤0.01% 845
2021
Q4 		– Sell
-68
Closed -$11K – 994
2021
Q3 		$11K Hold
68
– – ﹤0.01% 570
2021
Q2 		$12K Sell
68
-3
-4% -$555 ﹤0.01% 587
2021
Q1 		$13K Hold
71
– – ﹤0.01% 591
2020
Q4 		$11K Sell
71
-11
-13% -$1.55K ﹤0.01% 568
2020
Q3 		$9K Buy
+82
New +$9.35K ﹤0.01% 498

Other funds holding LEA

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolinas Wealth Consulting's LEA Position: Q4 2024 in Review

Carolinas Wealth Consulting sold out of Lear (LEA) in Q4 2024, closing a stake of 66 shares — an estimated $7.2K sold.

Carolinas Wealth Consulting first reported a position in LEA in Q3 2020 and held it in 13 quarters. The position peaked at $13K in Q1 2021. 401 funds tracked by Wall St. Rank hold LEA as of Q4 2024.

  • Carolinas Wealth Consulting reported no remaining Lear position as of Q4 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 66 Lear shares in Q4 2024, an estimated $7.2K.
  • Carolinas Wealth Consulting first reported a position in Lear in Q3 2020 and held it in 13 quarters.
  • Carolinas Wealth Consulting's Lear position peaked at $13K in Q1 2021.
  • 401 funds tracked by Wall St. Rank held Lear as of Q4 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2024, filed 27 Feb 2025.