Evoke Wealth’s Air Lease Corp AL Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-633	Closed	-$19K	–	1029
2020 Q3	$19K	Sell	633 -22	-3%	-$648	﹤0.01%	483
2020 Q2	$19K	Buy	+655	New	+$17.5K	﹤0.01%	469

Other funds holding AL

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Evoke Wealth's AL Position: Q4 2020 in Review

Evoke Wealth sold out of Air Lease Corp (AL) in Q4 2020, closing a stake of 633 shares — an estimated $19K sold.

Evoke Wealth first reported a position in AL in Q2 2020 and held it in 2 quarters. The position peaked at $19K in Q3 2020. 273 funds tracked by Wall St. Rank hold AL as of Q4 2020.

Evoke Wealth reported no remaining Air Lease Corp position as of Q4 2020 after selling out during the quarter.
Evoke Wealth sold 633 Air Lease Corp shares in Q4 2020, an estimated $19K.
Evoke Wealth first reported a position in Air Lease Corp in Q2 2020 and held it in 2 quarters.
Evoke Wealth's Air Lease Corp position peaked at $19K in Q3 2020.
273 funds tracked by Wall St. Rank held Air Lease Corp as of Q4 2020.

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