Lenox Wealth Advisors’s BGC Group BGC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$40K	Hold	10,052	–	–	0.01%	269
2021 Q4	$47K	Sell	10,052 -13,827	-58%	-$69K	0.01%	262
2021 Q3	$124K	Buy	23,879 +20,105	+533%	+$107K	0.02%	144
2021 Q2	$21K	Hold	3,774	–	–	﹤0.01%	349
2021 Q1	$18K	Hold	3,774	–	–	﹤0.01%	325
2020 Q4	$15K	Hold	3,774	–	–	﹤0.01%	357
2020 Q3	$9K	Hold	3,774	–	–	﹤0.01%	384
2020 Q2	$10K	Hold	3,774	–	–	﹤0.01%	375
2020 Q1	$10K	Hold	3,774	–	–	﹤0.01%	341
2019 Q4	$22K	Hold	3,774	–	–	﹤0.01%	317
2019 Q3	$21K	Buy	+3,774	New	+$20.2K	﹤0.01%	292
2019 Q2	–	Sell	-1,177	Closed	-$6K	–	423
2019 Q1	$6K	Buy	+1,177	New	+$7K	﹤0.01%	324

Other funds holding BGC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Repertoire Partners New York $143M AUM 28.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

Philosophy Capital Management Alamo, California $1.63B AUM 12.69% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Lenox Wealth Advisors held its BGC Group (BGC) position steady in Q1 2022 at 10,052 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #269.

Lenox Wealth Advisors first reported a position in BGC in Q1 2019 and has held it in 12 quarters since. The position peaked at $124K in Q3 2021. 210 funds tracked by Wall St. Rank hold BGC as of Q1 2022.

Lenox Wealth Advisors held 10,052 shares of BGC Group worth $40K as of Q1 2022.
Lenox Wealth Advisors left its BGC Group share count unchanged in Q1 2022.
BGC Group made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #269 holding.
Lenox Wealth Advisors first reported a position in BGC Group in Q1 2019 and has held it in 12 quarters since.
Lenox Wealth Advisors's BGC Group position peaked at $124K in Q3 2021.
210 funds tracked by Wall St. Rank held BGC Group as of Q1 2022.

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