WLPWM
AL

Walled Lake Planning & Wealth Management’s Air Lease Corp AL Stock Holding History

Walled Lake Planning & Wealth Management’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
-181
Closed -$4K – 333
2020
Q1 		$4K Hold
181
– – ﹤0.01% 239
2019
Q4 		$9K Buy
+181
New +$8.13K 0.01% 203

Other funds holding AL

Capital International Investors
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Walled Lake Planning & Wealth Management's AL Position: Q2 2020 in Review

Walled Lake Planning & Wealth Management sold out of Air Lease Corp (AL) in Q2 2020, closing a stake of 181 shares — an estimated $4K sold.

Walled Lake Planning & Wealth Management first reported a position in AL in Q4 2019 and held it in 2 quarters. The position peaked at $9K in Q4 2019. 255 funds tracked by Wall St. Rank hold AL as of Q2 2020.

  • Walled Lake Planning & Wealth Management reported no remaining Air Lease Corp position as of Q2 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 181 Air Lease Corp shares in Q2 2020, an estimated $4K.
  • Walled Lake Planning & Wealth Management first reported a position in Air Lease Corp in Q4 2019 and held it in 2 quarters.
  • Walled Lake Planning & Wealth Management's Air Lease Corp position peaked at $9K in Q4 2019.
  • 255 funds tracked by Wall St. Rank held Air Lease Corp as of Q2 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2020, filed 18 Aug 2020.