CWP
AL

CFM Wealth Partners’s Air Lease Corp AL Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-1,150
Closed -$33K – 161
2020
Q2 		$33K Sell
1,150
-3,900
-77% -$104K 0.01% 315
2020
Q1 		$112K Sell
5,050
-865
-15% -$32.9K 0.05% 181
2019
Q4 		$294K Buy
+5,915
New +$266K 0.11% 115

Other funds holding AL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CFM Wealth Partners's AL Position: Q3 2020 in Review

CFM Wealth Partners sold out of Air Lease Corp (AL) in Q3 2020, closing a stake of 1,150 shares — an estimated $33K sold.

CFM Wealth Partners first reported a position in AL in Q4 2019 and held it in 3 quarters. The position peaked at $294K in Q4 2019. 256 funds tracked by Wall St. Rank hold AL as of Q3 2020.

  • CFM Wealth Partners reported no remaining Air Lease Corp position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 1,150 Air Lease Corp shares in Q3 2020, an estimated $33K.
  • CFM Wealth Partners first reported a position in Air Lease Corp in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Air Lease Corp position peaked at $294K in Q4 2019.
  • 256 funds tracked by Wall St. Rank held Air Lease Corp as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.