Ellevest Inc’s Willis Lease Finance WLFC Stock Holding History

Ellevest Inc’s Portfolio WLFC Stock Details WLFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-18	Closed	–	–	1649
2021 Q4	$0	Buy	+18	New	+$229	﹤0.01%	1674

Other funds holding WLFC

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M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return

Ellevest Inc's WLFC Position: Q1 2022 in Review

Ellevest Inc sold out of Willis Lease Finance (WLFC) in Q1 2022, closing a stake of 18 shares.

Ellevest Inc first reported a position in WLFC in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 43 funds tracked by Wall St. Rank hold WLFC as of Q1 2022.

Ellevest Inc reported no remaining Willis Lease Finance position as of Q1 2022 after selling out during the quarter.
Ellevest Inc sold 18 Willis Lease Finance shares in Q1 2022.
Ellevest Inc first reported a position in Willis Lease Finance in Q4 2021 and held it in 1 quarter.
Ellevest Inc's Willis Lease Finance position peaked at $0 in Q4 2021.
43 funds tracked by Wall St. Rank held Willis Lease Finance as of Q1 2022.

Based on Ellevest Inc's 13F filing for Q1 2022, filed 19 Apr 2022.