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Prestige Wealth Management Group’s Lear LEA Stock Holding History

Prestige Wealth Management Group’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
2026
Q1 		$122 Buy
+1
New +$125 ﹤0.01% 1102
2024
Q3 		– Sell
-14
Closed -$1.6K – 1042
2024
Q2 		$1.6K Sell
14
-5
-26% -$640 ﹤0.01% 765
2024
Q1 		$2.75K Hold
19
– – ﹤0.01% 692
2023
Q4 		$2.68K Hold
19
– – ﹤0.01% 694
2023
Q3 		$2.55K Hold
19
– – ﹤0.01% 693
2023
Q2 		$2.73K Hold
19
– – ﹤0.01% 708
2023
Q1 		$2.65K Buy
19
+5
+36% +$691 ﹤0.01% 693
2022
Q4 		$1.74K Hold
14
– – ﹤0.01% 861
2022
Q3 		$2K Sell
14
-4
-22% -$553 ﹤0.01% 748
2022
Q2 		$2K Buy
18
+6
+50% +$791 ﹤0.01% 759
2022
Q1 		$2K Buy
+12
New +$1.95K ﹤0.01% 778
2019
Q1 		– Sell
-37
Closed -$5K – 850
2018
Q4 		$5K Buy
+37
New +$4.95K ﹤0.01% 593

Other funds holding LEA

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return