PIWA
AL

Prevail Innovative Wealth Advisors’s Air Lease Corp AL Stock Holding History

Prevail Innovative 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
Q1 		– Sell
-54,152
Closed -$2.27M – 159
2023
Q4 		$2.27M Buy
54,152
+18,661
+53% +$706K 1.08% 34
2023
Q3 		$1.4M Buy
+35,491
New +$1.46M 0.73% 58

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Prevail Innovative Wealth Advisors's AL Position: Q1 2024 in Review

Prevail Innovative Wealth Advisors sold out of Air Lease Corp (AL) in Q1 2024, closing a stake of 54,152 shares — an estimated $2.27M sold.

Prevail Innovative Wealth Advisors first reported a position in AL in Q3 2023 and held it in 2 quarters. The position peaked at $2.27M in Q4 2023. 363 funds tracked by Wall St. Rank hold AL as of Q1 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Air Lease Corp position as of Q1 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 54,152 Air Lease Corp shares in Q1 2024, an estimated $2.27M.
  • Prevail Innovative Wealth Advisors first reported a position in Air Lease Corp in Q3 2023 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Air Lease Corp position peaked at $2.27M in Q4 2023.
  • 363 funds tracked by Wall St. Rank held Air Lease Corp as of Q1 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2024, filed 10 May 2024.