TWA
AL

TCI Wealth Advisors’s Air Lease Corp AL Stock Holding History

TCI 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
2023
Q2 		– Sell
-728
Closed -$28.7K – 268
2023
Q1 		$28.7K Buy
728
+1
+0.1% +$42 ﹤0.01% 575
2022
Q4 		$27.9K Buy
727
+137
+23% +$4.93K ﹤0.01% 568
2022
Q3 		$18K Buy
590
+9
+2% +$322 ﹤0.01% 695
2022
Q2 		$19K Sell
581
-172
-23% -$6.52K ﹤0.01% 650
2022
Q1 		$34K Sell
753
-255
-25% -$10.7K 0.01% 506
2021
Q4 		$45K Buy
1,008
+117
+13% +$5.07K 0.01% 435
2021
Q3 		$35K Buy
891
+110
+14% +$4.48K 0.01% 499
2021
Q2 		$33K Buy
781
+46
+6% +$2.14K 0.01% 490
2021
Q1 		$36K Buy
735
+161
+28% +$7.34K 0.02% 431
2020
Q4 		$25K Sell
574
-37
-6% -$1.33K 0.01% 454
2020
Q3 		$18K Buy
611
+40
+7% +$1.18K 0.01% 463
2020
Q2 		$17K Buy
571
+15
+3% +$400 0.01% 474
2020
Q1 		$12K Buy
556
+246
+79% +$9.35K 0.01% 531
2019
Q4 		$15K Buy
+310
New +$13.9K 0.01% 615
2014
Q4 		– Sell
-60
Closed -$2K – 885
2014
Q3 		$2K Hold
60
– – ﹤0.01% 715
2014
Q2 		$2K Buy
+60
New +$2.3K ﹤0.01% 737

Other funds holding AL

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

TCI Wealth Advisors's AL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Air Lease Corp (AL) in Q2 2023, closing a stake of 728 shares — an estimated $28.7K sold.

TCI Wealth Advisors first reported a position in AL in Q2 2014 and held it in 16 quarters. The position peaked at $45K in Q4 2021. 307 funds tracked by Wall St. Rank hold AL as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Air Lease Corp position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 728 Air Lease Corp shares in Q2 2023, an estimated $28.7K.
  • TCI Wealth Advisors first reported a position in Air Lease Corp in Q2 2014 and held it in 16 quarters.
  • TCI Wealth Advisors's Air Lease Corp position peaked at $45K in Q4 2021.
  • 307 funds tracked by Wall St. Rank held Air Lease Corp as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.