CWP
AL

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

Concord 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
2022
Q3 		– Sell
-454
Closed -$15K – 182
2022
Q2 		$15K Buy
454
+109
+32% +$4.13K ﹤0.01% 601
2022
Q1 		$15K Sell
345
-43
-11% -$1.8K ﹤0.01% 680
2021
Q4 		$17K Buy
+388
New +$16.8K ﹤0.01% 675

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 $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Concord Wealth Partners's AL Position: Q3 2022 in Review

Concord Wealth Partners sold out of Air Lease Corp (AL) in Q3 2022, closing a stake of 454 shares — an estimated $15K sold.

Concord Wealth Partners first reported a position in AL in Q4 2021 and held it in 3 quarters. The position peaked at $17K in Q4 2021. 280 funds tracked by Wall St. Rank hold AL as of Q3 2022.

  • Concord Wealth Partners reported no remaining Air Lease Corp position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 454 Air Lease Corp shares in Q3 2022, an estimated $15K.
  • Concord Wealth Partners first reported a position in Air Lease Corp in Q4 2021 and held it in 3 quarters.
  • Concord Wealth Partners's Air Lease Corp position peaked at $17K in Q4 2021.
  • 280 funds tracked by Wall St. Rank held Air Lease Corp as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.