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KWB Wealth’s Lear LEA Stock Holding History

KWB Wealth’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
2022
Q2 		– Sell
-1,507
Closed -$276K – 112
2022
Q1 		$276K Hold
1,507
– – 0.05% 77
2021
Q4 		$276K Buy
1,507
+4
+0.3% +$702 0.05% 77
2021
Q3 		$235K Buy
1,503
+5
+0.3% +$818 0.04% 77
2021
Q2 		$271K Hold
1,498
– – 0.05% 71
2021
Q1 		$271K Buy
+1,498
New +$252K 0.05% 72

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

KWB Wealth's LEA Position: Q2 2022 in Review

KWB Wealth sold out of Lear (LEA) in Q2 2022, closing a stake of 1,507 shares — an estimated $276K sold.

KWB Wealth first reported a position in LEA in Q1 2021 and held it in 5 quarters. The position peaked at $276K in Q1 2022. 421 funds tracked by Wall St. Rank hold LEA as of Q2 2022.

  • KWB Wealth reported no remaining Lear position as of Q2 2022 after selling out during the quarter.
  • KWB Wealth sold 1,507 Lear shares in Q2 2022, an estimated $276K.
  • KWB Wealth first reported a position in Lear in Q1 2021 and held it in 5 quarters.
  • KWB Wealth's Lear position peaked at $276K in Q1 2022.
  • 421 funds tracked by Wall St. Rank held Lear as of Q2 2022.

Based on KWB Wealth's 13F filing for Q2 2022, filed 10 Aug 2022.