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FMWA
Forvis Mazars Wealth Advisors’s
Lear
LEA
Stock Holding History
Forvis Mazars Wealth Advisors’s Portfolio
LEA Stock Details
LEA Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q3
–
Sell
-2,434
Closed
-$452K
–
235
2018
Q2
$452K
Sell
2,434
-108
-4%
-$21.1K
0.04%
151
2018
Q1
$473K
Sell
2,542
-203
-7%
-$38.2K
0.05%
151
2017
Q4
$485K
Buy
2,745
+374
+16%
+$65.6K
0.05%
155
2017
Q3
$410K
Sell
2,371
-247
-9%
-$37.4K
0.05%
149
2017
Q2
$372K
Hold
2,618
–
–
0.04%
161
2017
Q1
$371K
Buy
2,618
+167
+7%
+$23.7K
0.05%
149
2016
Q4
$324K
Buy
2,451
+17
+0.7%
+$2.14K
0.04%
148
2016
Q3
$295K
Buy
2,434
+223
+10%
+$25.4K
0.04%
146
2016
Q2
$225K
Buy
2,211
+253
+13%
+$28.4K
0.03%
174
2016
Q1
$218K
Buy
1,958
+98
+5%
+$10.4K
0.03%
177
2015
Q4
$228K
Buy
+1,860
New
+$226K
0.03%
167
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29.55%
1-Year Est. Return
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$95.5B AUM
28.4%
1-Year Est. Return
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$1.9T AUM
41.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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