Lenox Wealth Advisors’s BAYER AG SPONS ADR BAY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$1K	Hold	55	–	–	﹤0.01%	744
2021 Q4	$1K	Hold	55	–	–	﹤0.01%	948
2021 Q3	$1K	Hold	55	–	–	﹤0.01%	707
2021 Q2	$1K	Hold	55	–	–	﹤0.01%	690
2021 Q1	$1K	Hold	55	–	–	﹤0.01%	671
2020 Q4	$1K	Hold	55	–	–	﹤0.01%	608
2020 Q3	$1K	Hold	55	–	–	﹤0.01%	567
2020 Q2	$1K	Sell	55 -261	-83%	-$4.75K	﹤0.01%	576
2020 Q1	$5K	Buy	316 +261	+475%	+$4.13K	﹤0.01%	437
2019 Q4	$1K	Hold	55	–	–	﹤0.01%	718
2019 Q3	$1K	Hold	55	–	–	﹤0.01%	615
2019 Q2	$1K	Buy	+55	New	+$1K	﹤0.01%	402
2018 Q4	–	Sell	-122	Closed	-$3K	–	414
2018 Q3	$3K	Sell	122 -568	-82%	-$14K	﹤0.01%	352
2018 Q2	$19K	Sell	690 -1,501	-69%	-$41.3K	﹤0.01%	269
2018 Q1	$62K	Buy	2,191 +2,028	+1,244%	+$57.4K	0.01%	146
2017 Q4	$5K	Buy	163 +27	+20%	+$828	﹤0.01%	232
2017 Q3	$5K	Buy	+136	New	+$5K	﹤0.01%	83
2016 Q1	–	Sell	-14	Closed	-$2K	–	477
2015 Q4	$2K	Sell	14 -59	-81%	-$8.43K	﹤0.01%	361
2015 Q3	$9K	Hold	73	–	–	﹤0.01%	197
2015 Q2	$10K	Hold	73	–	–	﹤0.01%	145
2015 Q1	$11K	Hold	73	–	–	﹤0.01%	154
2014 Q4	$10K	Hold	73	–	–	﹤0.01%	171
2014 Q3	$10K	Buy	+73	New	+$10K	﹤0.01%	178

Other funds holding BAY

MPIM

McGinn Penninger Investment Management Alexandria, Virginia $164M AUM 18.87% 1-Year Est. Return

Ally Financial Detroit, Michigan $804M AUM 0.18% 1-Year Est. Return

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

YCM

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

KFA

Kelleher Financial Advisors New York $395M AUM 12.89% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

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

Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return

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

Lenox Wealth Advisors held its BAYER AG SPONS ADR (BAY) position steady in Q1 2022 at 55 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Lenox Wealth Advisors first reported a position in BAY in Q3 2014 and has held it in 23 quarters since. The position peaked at $62K in Q1 2018. 19 funds tracked by Wall St. Rank hold BAY as of Q1 2022.

Lenox Wealth Advisors held 55 shares of BAYER AG SPONS ADR worth $1K as of Q1 2022.
Lenox Wealth Advisors left its BAYER AG SPONS ADR share count unchanged in Q1 2022.
BAYER AG SPONS ADR made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #744 holding.
Lenox Wealth Advisors first reported a position in BAYER AG SPONS ADR in Q3 2014 and has held it in 23 quarters since.
Lenox Wealth Advisors's BAYER AG SPONS ADR position peaked at $62K in Q1 2018.
19 funds tracked by Wall St. Rank held BAYER AG SPONS ADR as of Q1 2022.

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