PFGIA
AL

Patriot Financial Group Insurance Agency’s Air Lease Corp AL Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-573
Closed -$19K – 456
2022
Q2 		$19K Sell
573
-33
-5% -$1.25K ﹤0.01% 1016
2022
Q1 		$27K Sell
606
-28
-4% -$1.17K ﹤0.01% 973
2021
Q4 		$28K Buy
634
+1
+0.2% +$43 ﹤0.01% 1074
2021
Q3 		$25K Buy
633
+37
+6% +$1.51K ﹤0.01% 1102
2021
Q2 		$25K Buy
596
+1
+0.2% +$46 ﹤0.01% 1084
2021
Q1 		$29K Buy
595
+2
+0.3% +$91 0.01% 959
2020
Q4 		$26K Buy
593
+101
+21% +$3.62K 0.01% 890
2020
Q3 		$14K Buy
492
+101
+26% +$2.98K ﹤0.01% 912
2020
Q2 		$11K Sell
391
-697
-64% -$18.6K ﹤0.01% 930
2020
Q1 		$24K Buy
1,088
+282
+35% +$10.7K 0.01% 607
2019
Q4 		$38K Buy
806
+1
+0.1% +$45 0.01% 526
2019
Q3 		$34K Buy
805
+2
+0.2% +$82 0.02% 511
2019
Q2 		$33K Buy
803
+1
+0.1% +$38 0.01% 517
2019
Q1 		$28K Hold
802
– – 0.01% 484
2018
Q4 		$24K Hold
802
– – 0.02% 433
2018
Q3 		$37K Buy
802
+302
+60% +$13.5K 0.02% 353
2018
Q2 		$21K Sell
500
-202
-29% -$8.76K 0.02% 281
2018
Q1 		$29K Sell
702
-200
-22% -$9.18K 0.02% 395
2017
Q4 		$45K Hold
902
– – 0.03% 314
2017
Q3 		$39K Buy
902
+1
+0.1% +$40 0.03% 290
2017
Q2 		$35K Buy
901
+1
+0.1% +$37 0.04% 303
2017
Q1 		$34K Hold
900
– – 0.04% 279
2016
Q4 		$32K Buy
+900
New +$29.6K 0.04% 282

Other funds holding AL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AL Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Air Lease Corp (AL) in Q3 2022, closing a stake of 573 shares — an estimated $19K sold.

Patriot Financial Group Insurance Agency first reported a position in AL in Q4 2016 and held it in 23 quarters. The position peaked at $45K in Q4 2017. 280 funds tracked by Wall St. Rank hold AL as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Air Lease Corp position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 573 Air Lease Corp shares in Q3 2022, an estimated $19K.
  • Patriot Financial Group Insurance Agency first reported a position in Air Lease Corp in Q4 2016 and held it in 23 quarters.
  • Patriot Financial Group Insurance Agency's Air Lease Corp position peaked at $45K in Q4 2017.
  • 280 funds tracked by Wall St. Rank held Air Lease Corp as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.