SFS
AL

Sowell Financial Services’s Air Lease Corp AL Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-6,480
Closed -$316K – 580
2021
Q1 		$316K Buy
6,480
+3,286
+103% +$150K 0.01% 825
2020
Q4 		$142K Buy
3,194
+2,480
+347% +$88.9K 0.01% 1000
2020
Q3 		$21K Buy
+714
New +$21K ﹤0.01% 1527

Other funds holding AL

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sowell Financial Services's AL Position: Q2 2021 in Review

Sowell Financial Services sold out of Air Lease Corp (AL) in Q2 2021, closing a stake of 6,480 shares — an estimated $316K sold.

Sowell Financial Services first reported a position in AL in Q3 2020 and held it in 3 quarters. The position peaked at $316K in Q1 2021. 294 funds tracked by Wall St. Rank hold AL as of Q2 2021.

  • Sowell Financial Services reported no remaining Air Lease Corp position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 6,480 Air Lease Corp shares in Q2 2021, an estimated $316K.
  • Sowell Financial Services first reported a position in Air Lease Corp in Q3 2020 and held it in 3 quarters.
  • Sowell Financial Services's Air Lease Corp position peaked at $316K in Q1 2021.
  • 294 funds tracked by Wall St. Rank held Air Lease Corp as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.