EWM
AL

Edge Wealth Management’s Air Lease Corp AL Stock Holding History

Edge Wealth Management’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
Q2 		– Sell
-6,000
Closed -$135K – 679
2020
Q1 		$135K Hold
6,000
– – 0.03% 156
2019
Q4 		$285K Hold
6,000
– – 0.06% 127
2019
Q3 		$250K Hold
6,000
– – 0.06% 123
2019
Q2 		$250K Hold
6,000
– – 0.06% 125
2019
Q1 		$207K Buy
+6,000
New +$216K 0.05% 130

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Edge Wealth Management's AL Position: Q2 2020 in Review

Edge Wealth Management sold out of Air Lease Corp (AL) in Q2 2020, closing a stake of 6,000 shares — an estimated $135K sold.

Edge Wealth Management first reported a position in AL in Q1 2019 and held it in 5 quarters. The position peaked at $285K in Q4 2019. 255 funds tracked by Wall St. Rank hold AL as of Q2 2020.

  • Edge Wealth Management reported no remaining Air Lease Corp position as of Q2 2020 after selling out during the quarter.
  • Edge Wealth Management sold 6,000 Air Lease Corp shares in Q2 2020, an estimated $135K.
  • Edge Wealth Management first reported a position in Air Lease Corp in Q1 2019 and held it in 5 quarters.
  • Edge Wealth Management's Air Lease Corp position peaked at $285K in Q4 2019.
  • 255 funds tracked by Wall St. Rank held Air Lease Corp as of Q2 2020.

Based on Edge Wealth Management's 13F filing for Q2 2020, filed 3 Aug 2020.