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Beaird Harris Wealth Management’s Lennox International LII Stock Holding History

Beaird Harris Wealth Management’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
2023
Q1 		– Sell
-3
Closed -$718 – 621
2022
Q4 		$718 Buy
+3
New +$734 ﹤0.01% 663

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Impax Asset Management Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beaird Harris Wealth Management's LII Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of Lennox International (LII) in Q1 2023, closing a stake of 3 shares — an estimated $718 sold.

Beaird Harris Wealth Management first reported a position in LII in Q4 2022 and held it in 1 quarter. The position peaked at $718 in Q4 2022. 410 funds tracked by Wall St. Rank hold LII as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining Lennox International position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 3 Lennox International shares in Q1 2023, an estimated $718.
  • Beaird Harris Wealth Management first reported a position in Lennox International in Q4 2022 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Lennox International position peaked at $718 in Q4 2022.
  • 410 funds tracked by Wall St. Rank held Lennox International as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.