GWS
AL

Glassman Wealth Services’s Air Lease Corp AL Stock Holding History

Glassman Wealth Services’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
2023
Q4 		– Sell
-3
Closed -$118 – 1962
2023
Q3 		$118 Buy
+3
New +$123 ﹤0.01% 1959
2022
Q2 		– Sell
-6
Closed – – 1641
2022
Q1 		$0 Sell
6
-19
-76% -$796 ﹤0.01% 1617
2021
Q4 		$1K Buy
25
+19
+317% +$823 ﹤0.01% 1288
2021
Q3 		$0 Buy
+6
New +$244 ﹤0.01% 1569
2020
Q1 		– Sell
-2
Closed – – 1101
2019
Q4 		$0 Hold
2
– – ﹤0.01% 1150
2019
Q3 		$0 Hold
2
– – ﹤0.01% 1025
2019
Q2 		$0 Buy
+2
New +$76 ﹤0.01% 1045

Other funds holding AL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Glassman Wealth Services's AL Position: Q4 2023 in Review

Glassman Wealth Services sold out of Air Lease Corp (AL) in Q4 2023, closing a stake of 3 shares — an estimated $118 sold.

Glassman Wealth Services first reported a position in AL in Q2 2019 and held it in 7 quarters. The position peaked at $1K in Q4 2021. 336 funds tracked by Wall St. Rank hold AL as of Q4 2023.

  • Glassman Wealth Services reported no remaining Air Lease Corp position as of Q4 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 3 Air Lease Corp shares in Q4 2023, an estimated $118.
  • Glassman Wealth Services first reported a position in Air Lease Corp in Q2 2019 and held it in 7 quarters.
  • Glassman Wealth Services's Air Lease Corp position peaked at $1K in Q4 2021.
  • 336 funds tracked by Wall St. Rank held Air Lease Corp as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.