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Lenox Wealth Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

Lenox Wealth Advisors’s Portfolio ADX Stock Details ADX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,429
Closed -$23K – 613
2020
Q3 		$23K Buy
+1,429
New +$22.8K ﹤0.01% 260

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PPA
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Morgan Stanley
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Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Lenox Wealth Advisors's ADX Position: Q4 2020 in Review

Lenox Wealth Advisors sold out of Adams Diversified Equity Fund (ADX) in Q4 2020, closing a stake of 1,429 shares — an estimated $23K sold.

Lenox Wealth Advisors first reported a position in ADX in Q3 2020 and held it in 1 quarter. The position peaked at $23K in Q3 2020. 136 funds tracked by Wall St. Rank hold ADX as of Q4 2020.

  • Lenox Wealth Advisors reported no remaining Adams Diversified Equity Fund position as of Q4 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 1,429 Adams Diversified Equity Fund shares in Q4 2020, an estimated $23K.
  • Lenox Wealth Advisors first reported a position in Adams Diversified Equity Fund in Q3 2020 and held it in 1 quarter.
  • Lenox Wealth Advisors's Adams Diversified Equity Fund position peaked at $23K in Q3 2020.
  • 136 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q4 2020.

Based on Lenox Wealth Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.