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Compass Wealth Management’s Lear LEA Stock Holding History

Compass Wealth Management’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
2025
Q2 		– Sell
-395
Closed -$34.8K – 289
2025
Q1 		$34.8K Hold
395
– – 0.01% 277
2024
Q4 		$37.4K Hold
395
– – 0.01% 272
2024
Q3 		$43.1K Hold
395
– – 0.01% 265
2024
Q2 		$45.1K Hold
395
– – 0.01% 258
2024
Q1 		$57.2K Hold
395
– – 0.01% 238
2023
Q4 		$55.8K Hold
395
– – 0.02% 239
2023
Q3 		$53K Sell
395
-330
-46% -$47.7K 0.02% 229
2023
Q2 		$104K Sell
725
-2,340
-76% -$309K 0.03% 183
2023
Q1 		$428K Sell
3,065
-3,085
-50% -$426K 0.14% 119
2022
Q4 		$763K Buy
+6,150
New +$815K 0.25% 97

Other funds holding LEA

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return