WAM
AL

Wealthspire Advisors (Maryland)’s Air Lease Corp AL Stock Holding History

Wealthspire Advisors (Maryland)’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
Q1 		– Sell
-4,660
Closed -$221K – 435
2019
Q4 		$221K Sell
4,660
-254
-5% -$11.4K 0.01% 449
2019
Q3 		$206K Buy
4,914
+8
+0.2% +$329 0.02% 432
2019
Q2 		$203K Sell
4,906
-42
-0.8% -$1.6K 0.02% 438
2019
Q1 		$170K Buy
4,948
+545
+12% +$19.7K 0.01% 479
2018
Q4 		$133K Buy
4,403
+1,423
+48% +$54.3K 0.01% 518
2018
Q3 		$137K Buy
2,980
+2,843
+2,075% +$127K 0.01% 565
2018
Q2 		$6K Buy
137
+102
+291% +$4.42K ﹤0.01% 1698
2018
Q1 		$1K Sell
35
-45
-56% -$2.07K ﹤0.01% 2287
2017
Q4 		$4K Sell
80
-7
-8% -$307 ﹤0.01% 1879
2017
Q3 		$4K Sell
87
-400
-82% -$16K ﹤0.01% 1831
2017
Q2 		$18K Buy
487
+22
+5% +$821 ﹤0.01% 1301
2017
Q1 		$18K Buy
465
+8
+2% +$301 ﹤0.01% 1115
2016
Q4 		$16K Buy
457
+21
+5% +$691 ﹤0.01% 1076
2016
Q3 		$12K Buy
+436
New +$12.4K ﹤0.01% 1194
2016
Q1 		– Sell
-25
Closed -$1K – 1734
2015
Q4 		$1K Buy
+25
New +$829 ﹤0.01% 1586

Other funds holding AL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AL Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of Air Lease Corp (AL) in Q1 2020, closing a stake of 4,660 shares — an estimated $221K sold.

Wealthspire Advisors (Maryland) first reported a position in AL in Q4 2015 and held it in 15 quarters. The position peaked at $221K in Q4 2019. 250 funds tracked by Wall St. Rank hold AL as of Q1 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Air Lease Corp position as of Q1 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4,660 Air Lease Corp shares in Q1 2020, an estimated $221K.
  • Wealthspire Advisors (Maryland) first reported a position in Air Lease Corp in Q4 2015 and held it in 15 quarters.
  • Wealthspire Advisors (Maryland)'s Air Lease Corp position peaked at $221K in Q4 2019.
  • 250 funds tracked by Wall St. Rank held Air Lease Corp as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.