Lenox Wealth Advisors’s Aviva Plc AV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$3K	Hold	255	–	–	﹤0.01%	630
2021 Q4	$3K	Hold	255	–	–	﹤0.01%	687
2021 Q3	$3K	Hold	255	–	–	﹤0.01%	615
2021 Q2	$3K	Sell	255 -169	-40%	-$1.99K	﹤0.01%	628
2021 Q1	$5K	Sell	424 -424	-50%	-$5K	﹤0.01%	522
2020 Q4	$7K	Hold	848	–	–	﹤0.01%	481
2020 Q3	$6K	Hold	848	–	–	﹤0.01%	433
2020 Q2	$6K	Hold	848	–	–	﹤0.01%	423
2020 Q1	$6K	Hold	848	–	–	﹤0.01%	412
2019 Q4	$9K	Hold	848	–	–	﹤0.01%	430
2019 Q3	$8K	Sell	848 -424	-33%	-$4K	﹤0.01%	384
2019 Q2	$13K	Hold	1,272	–	–	﹤0.01%	260
2019 Q1	$14K	Hold	1,272	–	–	﹤0.01%	243
2018 Q4	$12K	Sell	1,272 -1,285	-50%	-$12.1K	﹤0.01%	235
2018 Q3	$32K	Sell	2,557 -901	-26%	-$11.3K	0.01%	173
2018 Q2	$46K	Hold	3,458	–	–	0.01%	148
2018 Q1	$49K	Buy	3,458 +3,203	+1,256%	+$45.4K	0.01%	169
2017 Q4	$4K	Buy	+255	New	+$4K	﹤0.01%	264

Other funds holding AV

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

MOTCO San Antonio, Texas $1.08B AUM 20.09% 1-Year Est. Return

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

Lenox Wealth Advisors held its Aviva Plc (AV) position steady in Q1 2022 at 255 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Lenox Wealth Advisors first reported a position in AV in Q4 2017 and has held it in 18 quarters since. The position peaked at $49K in Q1 2018. 5 funds tracked by Wall St. Rank hold AV as of Q1 2022.

Lenox Wealth Advisors held 255 shares of Aviva Plc worth $3K as of Q1 2022.
Lenox Wealth Advisors left its Aviva Plc share count unchanged in Q1 2022.
Aviva Plc made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #630 holding.
Lenox Wealth Advisors first reported a position in Aviva Plc in Q4 2017 and has held it in 18 quarters since.
Lenox Wealth Advisors's Aviva Plc position peaked at $49K in Q1 2018.
5 funds tracked by Wall St. Rank held Aviva Plc as of Q1 2022.

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