Valeo Financial Advisors’s Air Lease Corp AL Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-571	Closed	-$28K	–	555
2021 Q1	$28K	Sell	571 -89	-13%	-$4.06K	﹤0.01%	1049
2020 Q4	$29K	Hold	660	–	–	﹤0.01%	932
2020 Q3	$19K	Buy	660 +303	+85%	+$8.93K	﹤0.01%	923
2020 Q2	$10K	Hold	357	–	–	﹤0.01%	1266
2020 Q1	$9K	Hold	357	–	–	﹤0.01%	1116
2019 Q4	$17K	Hold	357	–	–	﹤0.01%	949
2019 Q3	$15K	Hold	357	–	–	﹤0.01%	914
2019 Q2	$15K	Hold	357	–	–	﹤0.01%	916
2019 Q1	$12K	Sell	357 -69	-16%	-$2.49K	﹤0.01%	915
2018 Q4	$13K	Buy	426 +8	+2%	+$305	﹤0.01%	808
2018 Q3	$16K	Hold	418	–	–	﹤0.01%	836
2018 Q2	$19K	Buy	418 +35	+9%	+$1.52K	﹤0.01%	773
2018 Q1	$16K	Sell	383 -17	-4%	-$781	﹤0.01%	778
2017 Q4	$19K	Buy	400 +2	+0.5%	+$88	﹤0.01%	680
2017 Q3	$17K	Buy	+398	New	+$15.9K	﹤0.01%	584

Other funds holding AL

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

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

WPL

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LAM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Valeo Financial Advisors's AL Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Air Lease Corp (AL) in Q2 2021, closing a stake of 571 shares — an estimated $28K sold.

Valeo Financial Advisors first reported a position in AL in Q3 2017 and held it in 15 quarters. The position peaked at $29K in Q4 2020. 294 funds tracked by Wall St. Rank hold AL as of Q2 2021.

Valeo Financial Advisors reported no remaining Air Lease Corp position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 571 Air Lease Corp shares in Q2 2021, an estimated $28K.
Valeo Financial Advisors first reported a position in Air Lease Corp in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's Air Lease Corp position peaked at $29K in Q4 2020.
294 funds tracked by Wall St. Rank held Air Lease Corp as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.