LNWWM
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Laird Norton Wetherby Wealth Management’s Lear LEA Stock Holding History

Laird Norton Wetherby Wealth Management’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
2024
Q2 		– Sell
-1,390
Closed -$201K – 954
2024
Q1 		$201K Buy
+1,390
New +$190K 0.01% 886
2023
Q2 		– Sell
-1,569
Closed -$219K – 971
2023
Q1 		$219K Sell
1,569
-59
-4% -$8.15K 0.01% 798
2022
Q4 		$202K Buy
+1,628
New +$216K 0.01% 796
2022
Q3 		– Sell
-1,854
Closed -$233K – 914
2022
Q2 		$233K Buy
+1,854
New +$245K 0.02% 770
2018
Q3 		– Sell
-1,191
Closed -$221K – 676
2018
Q2 		$221K Buy
1,191
+10
+0.8% +$1.96K 0.03% 575
2018
Q1 		$219K Hold
1,181
– – 0.03% 581
2017
Q4 		$209K Hold
1,181
– – 0.03% 588
2017
Q3 		$205K Buy
+1,181
New +$179K 0.03% 562

Other funds holding LEA

BlackRock
BlackRock New York $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return