TrueWealth LLC’s Air Lease Corp AL Stock Holding History

TrueWealth LLC’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
2020 Q2	–	Sell	-84	Closed	-$2K	–	707
2020 Q1	$2K	Hold	84	–	–	﹤0.01%	633
2019 Q4	$4K	Buy	+84	New	+$3.77K	﹤0.01%	583

Other funds holding AL

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TrueWealth LLC's AL Position: Q2 2020 in Review

TrueWealth LLC sold out of Air Lease Corp (AL) in Q2 2020, closing a stake of 84 shares — an estimated $2K sold.

TrueWealth LLC first reported a position in AL in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q4 2019. 255 funds tracked by Wall St. Rank hold AL as of Q2 2020.

TrueWealth LLC reported no remaining Air Lease Corp position as of Q2 2020 after selling out during the quarter.
TrueWealth LLC sold 84 Air Lease Corp shares in Q2 2020, an estimated $2K.
TrueWealth LLC first reported a position in Air Lease Corp in Q4 2019 and held it in 2 quarters.
TrueWealth LLC's Air Lease Corp position peaked at $4K in Q4 2019.
255 funds tracked by Wall St. Rank held Air Lease Corp as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.