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Kingswood Wealth Advisors’s AerCap AER Stock Holding History

Kingswood 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
2024
Q4 		– Sell
-6,460
Closed -$612K – 792
2024
Q3 		$612K Sell
6,460
-130
-2% -$12.2K 0.04% 405
2024
Q2 		$614K Sell
6,590
-1,010
-13% -$89.9K 0.06% 331
2024
Q1 		$661K Sell
7,600
-43
-0.6% -$3.38K 0.08% 279
2023
Q4 		$568K Sell
7,643
-255
-3% -$16.8K 0.06% 313
2023
Q3 		$495K Buy
+7,898
New +$497K 0.08% 245

Other funds holding AER

Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Kingswood Wealth Advisors's AER Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of AerCap (AER) in Q4 2024, closing a stake of 6,460 shares — an estimated $612K sold.

Kingswood Wealth Advisors first reported a position in AER in Q3 2023 and held it in 5 quarters. The position peaked at $661K in Q1 2024. 556 funds tracked by Wall St. Rank hold AER as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining AerCap position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 6,460 AerCap shares in Q4 2024, an estimated $612K.
  • Kingswood Wealth Advisors first reported a position in AerCap in Q3 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's AerCap position peaked at $661K in Q1 2024.
  • 556 funds tracked by Wall St. Rank held AerCap as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.