Focused Wealth Management’s Lear LEA Stock Holding History

Focused Wealth Management’s Portfolio LEA Stock Details LEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1,105	Closed	-$120K	–	835
2020 Q2	$120K	Hold	1,105	–	–	0.03%	198
2020 Q1	$90K	Hold	1,105	–	–	0.03%	216
2019 Q4	$152K	Buy	1,105 +50	+5%	+$6.2K	0.04%	196
2019 Q3	$124K	Hold	1,055	–	–	0.03%	204
2019 Q2	$147K	Hold	1,055	–	–	0.04%	182
2019 Q1	$143K	Hold	1,055	–	–	0.04%	161
2018 Q4	$130K	Hold	1,055	–	–	0.04%	190
2018 Q3	$153K	Hold	1,055	–	–	0.05%	181
2018 Q2	$196K	Hold	1,055	–	–	0.07%	154
2018 Q1	$196K	Hold	1,055	–	–	0.06%	158
2017 Q4	$186K	Buy	+1,055	New	+$185K	0.06%	165
2017 Q3	–	Sell	-755	Closed	-$107K	–	700
2017 Q2	$107K	Hold	755	–	–	0.04%	213
2017 Q1	$107K	Sell	755 -1,000	-57%	-$142K	0.04%	210
2016 Q4	$232K	Sell	1,755 -100	-5%	-$12.6K	0.1%	128
2016 Q3	$225K	Buy	1,855 +5	+0.3%	+$569	0.1%	128
2016 Q2	$188K	Buy	+1,850	New	+$208K	0.09%	141

Other funds holding LEA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Fidelity Investments

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return