CFFP
AL

Center for Financial Planning’s Air Lease Corp AL Stock Holding History

Center for Financial Planning’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
2024
Q3 		– Sell
-34
Closed -$1.62K – 581
2024
Q2 		$1.62K Hold
34
– – ﹤0.01% 507
2024
Q1 		$1.75K Buy
+34
New +$1.45K ﹤0.01% 529
2022
Q4 		– Sell
-63
Closed -$2K – 546
2022
Q3 		$2K Buy
+63
New +$2.25K ﹤0.01% 504

Other funds holding AL

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Center for Financial Planning's AL Position: Q3 2024 in Review

Center for Financial Planning sold out of Air Lease Corp (AL) in Q3 2024, closing a stake of 34 shares — an estimated $1.62K sold.

Center for Financial Planning first reported a position in AL in Q3 2022 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 354 funds tracked by Wall St. Rank hold AL as of Q3 2024.

  • Center for Financial Planning reported no remaining Air Lease Corp position as of Q3 2024 after selling out during the quarter.
  • Center for Financial Planning sold 34 Air Lease Corp shares in Q3 2024, an estimated $1.62K.
  • Center for Financial Planning first reported a position in Air Lease Corp in Q3 2022 and held it in 3 quarters.
  • Center for Financial Planning's Air Lease Corp position peaked at $2K in Q3 2022.
  • 354 funds tracked by Wall St. Rank held Air Lease Corp as of Q3 2024.

Based on Center for Financial Planning's 13F filing for Q3 2024, filed 16 Oct 2024.