Heritage Wealth Advisors’s AerCap AER Stock Holding History

Heritage Wealth Advisors’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
2021 Q1	–	Sell	-200	Closed	-$9K	–	565
2020 Q4	$9K	Buy	+200	New	+$6.98K	﹤0.01%	458
2020 Q3	–	Sell	-250	Closed	-$7.7K	–	468
2020 Q2	$7.7K	Buy	+250	New	+$7.15K	﹤0.01%	387
2020 Q1	–	Sell	-18	Closed	-$1.11K	–	444
2019 Q4	$1.11K	Buy	+18	New	+$1.06K	﹤0.01%	657

Other funds holding AER

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Heritage Wealth Advisors's AER Position: Q1 2021 in Review

Heritage Wealth Advisors sold out of AerCap (AER) in Q1 2021, closing a stake of 200 shares — an estimated $9K sold.

Heritage Wealth Advisors first reported a position in AER in Q4 2019 and held it in 3 quarters. The position peaked at $9K in Q4 2020. 306 funds tracked by Wall St. Rank hold AER as of Q1 2021.

Heritage Wealth Advisors reported no remaining AerCap position as of Q1 2021 after selling out during the quarter.
Heritage Wealth Advisors sold 200 AerCap shares in Q1 2021, an estimated $9K.
Heritage Wealth Advisors first reported a position in AerCap in Q4 2019 and held it in 3 quarters.
Heritage Wealth Advisors's AerCap position peaked at $9K in Q4 2020.
306 funds tracked by Wall St. Rank held AerCap as of Q1 2021.

Based on Heritage Wealth Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.