BRWA
LII icon

B. Riley Wealth Advisors’s Lennox International LII Stock Holding History

B. Riley Wealth Advisors’s Portfolio LII Stock Details LII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-341
Closed -$206K – 1227
2024
Q3 		$206K Buy
+341
New +$195K 0.01% 1128
2024
Q2 		– Sell
-616
Closed -$231K – 1514
2024
Q1 		$231K Buy
+616
New +$280K 0.01% 1187
2023
Q4 		– Sell
-616
Closed -$231K – 1463
2023
Q3 		$231K Buy
+616
New +$222K 0.01% 1187
2019
Q4 		– Sell
-1,740
Closed -$423K – 881
2019
Q3 		$423K Buy
1,740
+231
+15% +$59.6K 0.04% 458
2019
Q2 		$416K Buy
1,509
+333
+28% +$90.8K 0.05% 443
2019
Q1 		$311K Buy
+1,176
New +$281K 0.04% 481
2015
Q1 		– Sell
-83
Closed -$8 – 1355
2014
Q4 		$8 Buy
+83
New +$7.37K ﹤0.01% 2977

Other funds holding LII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return