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Evoke Wealth’s AerCap AER Stock Holding History

Evoke Wealth’s Portfolio AER Stock Details AER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-749
Closed -$19K – 1027
2020
Q3 		$19K Sell
749
-37
-5% -$1.07K ﹤0.01% 482
2020
Q2 		$24K Buy
+786
New +$22.5K ﹤0.01% 439
2020
Q1 		– Sell
-293
Closed -$18K – 1133
2019
Q4 		$18K Sell
293
-50
-15% -$2.94K ﹤0.01% 614
2019
Q3 		$18.8K Buy
+343
New +$18.1K ﹤0.01% 680

Other funds holding AER

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Evoke Wealth's AER Position: Q4 2020 in Review

Evoke Wealth sold out of AerCap (AER) in Q4 2020, closing a stake of 749 shares — an estimated $19K sold.

Evoke Wealth first reported a position in AER in Q3 2019 and held it in 4 quarters. The position peaked at $24K in Q2 2020. 309 funds tracked by Wall St. Rank hold AER as of Q4 2020.

  • Evoke Wealth reported no remaining AerCap position as of Q4 2020 after selling out during the quarter.
  • Evoke Wealth sold 749 AerCap shares in Q4 2020, an estimated $19K.
  • Evoke Wealth first reported a position in AerCap in Q3 2019 and held it in 4 quarters.
  • Evoke Wealth's AerCap position peaked at $24K in Q2 2020.
  • 309 funds tracked by Wall St. Rank held AerCap as of Q4 2020.

Based on Evoke Wealth's 13F filing for Q4 2020, filed 12 Feb 2021.