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Institute for Wealth Management’s Lear LEA Stock Holding History

Institute for 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
2024
Q4 		– Sell
-2,560
Closed -$279K – 543
2024
Q3 		$279K Buy
+2,560
New +$291K 0.04% 430

Other funds holding LEA

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institute for Wealth Management's LEA Position: Q4 2024 in Review

Institute for Wealth Management sold out of Lear (LEA) in Q4 2024, closing a stake of 2,560 shares — an estimated $279K sold.

Institute for Wealth Management first reported a position in LEA in Q3 2024 and held it in 1 quarter. The position peaked at $279K in Q3 2024. 400 funds tracked by Wall St. Rank hold LEA as of Q4 2024.

  • Institute for Wealth Management reported no remaining Lear position as of Q4 2024 after selling out during the quarter.
  • Institute for Wealth Management sold 2,560 Lear shares in Q4 2024, an estimated $279K.
  • Institute for Wealth Management first reported a position in Lear in Q3 2024 and held it in 1 quarter.
  • Institute for Wealth Management's Lear position peaked at $279K in Q3 2024.
  • 400 funds tracked by Wall St. Rank held Lear as of Q4 2024.

Based on Institute for Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.