KWA
AL

KCS Wealth Advisory’s Air Lease Corp AL Stock Holding History

KCS Wealth Advisory’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
2021
Q3 		– Sell
-4,891
Closed -$204K – 149
2021
Q2 		$204K Sell
4,891
-40
-0.8% -$1.86K 0.1% 147
2021
Q1 		$242K Sell
4,931
-116
-2% -$5.29K 0.12% 135
2020
Q4 		$224K Buy
+5,047
New +$181K 0.15% 137

Other funds holding AL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KCS Wealth Advisory's AL Position: Q3 2021 in Review

KCS Wealth Advisory sold out of Air Lease Corp (AL) in Q3 2021, closing a stake of 4,891 shares — an estimated $204K sold.

KCS Wealth Advisory first reported a position in AL in Q4 2020 and held it in 3 quarters. The position peaked at $242K in Q1 2021. 285 funds tracked by Wall St. Rank hold AL as of Q3 2021.

  • KCS Wealth Advisory reported no remaining Air Lease Corp position as of Q3 2021 after selling out during the quarter.
  • KCS Wealth Advisory sold 4,891 Air Lease Corp shares in Q3 2021, an estimated $204K.
  • KCS Wealth Advisory first reported a position in Air Lease Corp in Q4 2020 and held it in 3 quarters.
  • KCS Wealth Advisory's Air Lease Corp position peaked at $242K in Q1 2021.
  • 285 funds tracked by Wall St. Rank held Air Lease Corp as of Q3 2021.

Based on KCS Wealth Advisory's 13F filing for Q3 2021, filed 20 Oct 2021.