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Kestra Private Wealth Services’s Lear LEA Stock Holding History

Kestra Private Wealth Services’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
2023
Q2 		– Sell
-1,446
Closed -$202K – 1114
2023
Q1 		$202K Buy
+1,446
New +$200K 0.01% 934
2022
Q4 		– Sell
-2,136
Closed -$256K – 950
2022
Q3 		$256K Buy
+2,136
New +$295K 0.01% 701

Other funds holding LEA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
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

Kestra Private Wealth Services's LEA Position: Q2 2023 in Review

Kestra Private Wealth Services sold out of Lear (LEA) in Q2 2023, closing a stake of 1,446 shares — an estimated $202K sold.

Kestra Private Wealth Services first reported a position in LEA in Q3 2022 and held it in 2 quarters. The position peaked at $256K in Q3 2022. 434 funds tracked by Wall St. Rank hold LEA as of Q2 2023.

  • Kestra Private Wealth Services reported no remaining Lear position as of Q2 2023 after selling out during the quarter.
  • Kestra Private Wealth Services sold 1,446 Lear shares in Q2 2023, an estimated $202K.
  • Kestra Private Wealth Services first reported a position in Lear in Q3 2022 and held it in 2 quarters.
  • Kestra Private Wealth Services's Lear position peaked at $256K in Q3 2022.
  • 434 funds tracked by Wall St. Rank held Lear as of Q2 2023.

Based on Kestra Private Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.