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WealthPLAN Partners’s AerCap AER Stock Holding History

WealthPLAN Partners’s Portfolio AER Stock Details AER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-533
Closed -$33.9K – 329
2023
Q2 		$33.9K Hold
533
– – ﹤0.01% 578
2023
Q1 		$30K Buy
+533
New +$31.9K ﹤0.01% 649
2016
Q3 		$3.62K Sell
93
-93
-50% -$3.51K ﹤0.01% 776
2016
Q2 		$3.13K Buy
+186
New +$7.14K ﹤0.01% 2126

Other funds holding AER

GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

WealthPLAN Partners's AER Position: Q3 2023 in Review

WealthPLAN Partners sold out of AerCap (AER) in Q3 2023, closing a stake of 533 shares — an estimated $33.9K sold.

WealthPLAN Partners first reported a position in AER in Q2 2016 and held it in 4 quarters. The position peaked at $33.9K in Q2 2023. 386 funds tracked by Wall St. Rank hold AER as of Q3 2023.

  • WealthPLAN Partners reported no remaining AerCap position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 533 AerCap shares in Q3 2023, an estimated $33.9K.
  • WealthPLAN Partners first reported a position in AerCap in Q2 2016 and held it in 4 quarters.
  • WealthPLAN Partners's AerCap position peaked at $33.9K in Q2 2023.
  • 386 funds tracked by Wall St. Rank held AerCap as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.