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SkyView Investment Advisors’s Willis Lease Finance WLFC Stock Holding History

SkyView Investment Advisors’s Portfolio WLFC Stock Details WLFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,245
Closed -$18K – 489
2023
Q3 		$18K Hold
1,245
– – 0.01% 329
2023
Q2 		$66K Buy
+1,245
New +$19.3K 0.02% 398

Other funds holding WLFC

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SkyView Investment Advisors's WLFC Position: Q4 2023 in Review

SkyView Investment Advisors sold out of Willis Lease Finance (WLFC) in Q4 2023, closing a stake of 1,245 shares — an estimated $18K sold.

SkyView Investment Advisors first reported a position in WLFC in Q2 2023 and held it in 2 quarters. The position peaked at $66K in Q2 2023. 49 funds tracked by Wall St. Rank hold WLFC as of Q4 2023.

  • SkyView Investment Advisors reported no remaining Willis Lease Finance position as of Q4 2023 after selling out during the quarter.
  • SkyView Investment Advisors sold 1,245 Willis Lease Finance shares in Q4 2023, an estimated $18K.
  • SkyView Investment Advisors first reported a position in Willis Lease Finance in Q2 2023 and held it in 2 quarters.
  • SkyView Investment Advisors's Willis Lease Finance position peaked at $66K in Q2 2023.
  • 49 funds tracked by Wall St. Rank held Willis Lease Finance as of Q4 2023.

Based on SkyView Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.