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Lenox Wealth Advisors’s American Public Education APEI Stock Holding History

Lenox Wealth Advisors’s Portfolio APEI Stock Details APEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-60
Closed -$1K – 592
2020
Q1 		$1K Hold
60
– – ﹤0.01% 652
2019
Q4 		$2K Hold
60
– – ﹤0.01% 581
2019
Q3 		$1K Buy
+60
New +$1.65K ﹤0.01% 557

Other funds holding APEI

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Vanguard Group
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Lenox Wealth Advisors's APEI Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of American Public Education (APEI) in Q2 2020, closing a stake of 60 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in APEI in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 144 funds tracked by Wall St. Rank hold APEI as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining American Public Education position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 60 American Public Education shares in Q2 2020, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in American Public Education in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's American Public Education position peaked at $2K in Q4 2019.
  • 144 funds tracked by Wall St. Rank held American Public Education as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.