LWM
AL

Liberty Wealth Management’s Air Lease Corp AL Stock Holding History

Liberty Wealth Management’s Portfolio AL Stock Details AL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-103
Closed -$5K – 193
2021
Q3 		$5K Buy
103
+52
+102% +$2.12K ﹤0.01% 937
2021
Q2 		$2K Sell
51
-4
-7% -$186 ﹤0.01% 894
2021
Q1 		$3K Buy
55
+4
+8% +$182 ﹤0.01% 751
2020
Q4 		$2K Buy
+51
New +$1.83K ﹤0.01% 793

Other funds holding AL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Liberty Wealth Management's AL Position: Q4 2021 in Review

Liberty Wealth Management sold out of Air Lease Corp (AL) in Q4 2021, closing a stake of 103 shares — an estimated $5K sold.

Liberty Wealth Management first reported a position in AL in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q3 2021. 283 funds tracked by Wall St. Rank hold AL as of Q4 2021.

  • Liberty Wealth Management reported no remaining Air Lease Corp position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 103 Air Lease Corp shares in Q4 2021, an estimated $5K.
  • Liberty Wealth Management first reported a position in Air Lease Corp in Q4 2020 and held it in 4 quarters.
  • Liberty Wealth Management's Air Lease Corp position peaked at $5K in Q3 2021.
  • 283 funds tracked by Wall St. Rank held Air Lease Corp as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.