PCWA
AL

Pacific Capital Wealth Advisors’s Air Lease Corp AL Stock Holding History

Pacific Capital Wealth Advisors’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
2024
Q2 		– Sell
-119
Closed -$6.12K – 547
2024
Q1 		$6.12K Buy
+119
New +$5.09K ﹤0.01% 281

Other funds holding AL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Pacific Capital Wealth Advisors's AL Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Air Lease Corp (AL) in Q2 2024, closing a stake of 119 shares — an estimated $6.12K sold.

Pacific Capital Wealth Advisors first reported a position in AL in Q1 2024 and held it in 1 quarter. The position peaked at $6.12K in Q1 2024. 350 funds tracked by Wall St. Rank hold AL as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining Air Lease Corp position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 119 Air Lease Corp shares in Q2 2024, an estimated $6.12K.
  • Pacific Capital Wealth Advisors first reported a position in Air Lease Corp in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Air Lease Corp position peaked at $6.12K in Q1 2024.
  • 350 funds tracked by Wall St. Rank held Air Lease Corp as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.