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KCS Wealth Advisory’s Lear LEA Stock Holding History

KCS Wealth Advisory’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
2021
Q2 		– Sell
-2,980
Closed -$540K – 153
2021
Q1 		$540K Sell
2,980
-150
-5% -$25.3K 0.28% 96
2020
Q4 		$498K Buy
3,130
+1,230
+65% +$173K 0.33% 99
2020
Q3 		$207K Buy
+1,900
New +$217K 0.17% 134
2019
Q4 		– Sell
-1,196
Closed -$141K – 288
2019
Q3 		$141K Buy
+1,196
New +$145K 0.1% 172

Other funds holding LEA

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

KCS Wealth Advisory's LEA Position: Q2 2021 in Review

KCS Wealth Advisory sold out of Lear (LEA) in Q2 2021, closing a stake of 2,980 shares — an estimated $540K sold.

KCS Wealth Advisory first reported a position in LEA in Q3 2019 and held it in 4 quarters. The position peaked at $540K in Q1 2021. 448 funds tracked by Wall St. Rank hold LEA as of Q2 2021.

  • KCS Wealth Advisory reported no remaining Lear position as of Q2 2021 after selling out during the quarter.
  • KCS Wealth Advisory sold 2,980 Lear shares in Q2 2021, an estimated $540K.
  • KCS Wealth Advisory first reported a position in Lear in Q3 2019 and held it in 4 quarters.
  • KCS Wealth Advisory's Lear position peaked at $540K in Q1 2021.
  • 448 funds tracked by Wall St. Rank held Lear as of Q2 2021.

Based on KCS Wealth Advisory's 13F filing for Q2 2021, filed 27 Jul 2021.