Lenox Wealth Advisors’s Agilent Technologies A Stock Holding History

Lenox Wealth Advisors’s Portfolio A Stock Details A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$22K	Buy	163 +38	+30%	+$5.23K	﹤0.01%	361
2021 Q4	$20K	Buy	125 +15	+14%	+$2.34K	﹤0.01%	390
2021 Q3	$17K	Hold	110	–	–	﹤0.01%	386
2021 Q2	$16K	Buy	110 +106	+2,650%	+$14.5K	﹤0.01%	401
2021 Q1	$1K	Buy	+4	New	+$494	﹤0.01%	638
2018 Q3	–	Sell	-150	Closed	-$9K	–	402
2018 Q2	$9K	Sell	150 -47	-24%	-$3.07K	﹤0.01%	373
2018 Q1	$13K	Buy	197 +150	+319%	+$10.5K	﹤0.01%	316
2017 Q4	$3K	Buy	+47	New	+$3.17K	﹤0.01%	272

Other funds holding A

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lenox Wealth Advisors's A Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Agilent Technologies (A) stake by 30% in Q1 2022, buying an estimated $5.23K and bringing the position to 163 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Lenox Wealth Advisors first reported a position in A in Q4 2017 and has held it in 8 quarters since. 931 funds tracked by Wall St. Rank hold A as of Q1 2022.

Lenox Wealth Advisors held 163 shares of Agilent Technologies worth $22K as of Q1 2022.
Lenox Wealth Advisors bought 38 Agilent Technologies shares in Q1 2022, an estimated $5.23K.
Agilent Technologies made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #361 holding.
Lenox Wealth Advisors first reported a position in Agilent Technologies in Q4 2017 and has held it in 8 quarters since.
931 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.