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Lenox Wealth Advisors’s AeroVironment AVAV Stock Holding History

Lenox Wealth Advisors’s Portfolio AVAV Stock Details AVAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-430
Closed -$26K – 616
2020
Q3 		$26K Hold
430
– – ﹤0.01% 247
2020
Q2 		$34K Hold
430
– – 0.01% 202
2020
Q1 		$26K Hold
430
– – ﹤0.01% 217
2019
Q4 		$27K Buy
+430
New +$25.8K ﹤0.01% 279

Other funds holding AVAV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of AeroVironment (AVAV) in Q4 2020, closing a stake of 430 shares — an estimated $26K sold.

Lenox Wealth Advisors first reported a position in AVAV in Q4 2019 and held it in 4 quarters. The position peaked at $34K in Q2 2020. 229 funds tracked by Wall St. Rank hold AVAV as of Q4 2020.

  • Lenox Wealth Advisors reported no remaining AeroVironment position as of Q4 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 430 AeroVironment shares in Q4 2020, an estimated $26K.
  • Lenox Wealth Advisors first reported a position in AeroVironment in Q4 2019 and held it in 4 quarters.
  • Lenox Wealth Advisors's AeroVironment position peaked at $34K in Q2 2020.
  • 229 funds tracked by Wall St. Rank held AeroVironment as of Q4 2020.

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