Lenox Wealth Advisors’s Blackrock BLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$75K	Buy	101 +36	+55%	+$28.1K	0.01%	195
2021 Q4	$60K	Buy	65 +7	+12%	+$6.39K	0.01%	230
2021 Q3	$49K	Hold	58	–	–	0.01%	235
2021 Q2	$51K	Buy	+58	New	+$49K	0.01%	228
2020 Q1	–	Sell	-1	Closed	-$1K	–	776
2019 Q4	$1K	Sell	1 -48	-98%	-$22.8K	﹤0.01%	657
2019 Q3	$22K	Buy	49 +19	+63%	+$8.46K	﹤0.01%	286
2019 Q2	$14K	Buy	+30	New	+$13.6K	﹤0.01%	250
2017 Q4	–	Sell	-1	Closed	–	–	393
2017 Q3	$0	Buy	+1	New	+$427	﹤0.01%	241
2016 Q2	–	Sell	-12	Closed	-$4K	–	209
2016 Q1	$4K	Hold	12	–	–	﹤0.01%	204
2015 Q4	$4K	Sell	12 -40	-77%	-$13.6K	﹤0.01%	242
2015 Q3	$15K	Buy	+52	New	+$16.8K	0.01%	155
2013 Q4	–	Sell	-50	Closed	-$14K	–	379
2013 Q3	$14K	Buy	+50	New	+$13.6K	0.01%	82

Other funds holding BLK

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Lenox Wealth Advisors increased its Blackrock (BLK) stake by 55% in Q1 2022, buying an estimated $28.1K and bringing the position to 101 shares worth $75K. The position accounts for 0.01% of the portfolio, ranked #195.

Lenox Wealth Advisors first reported a position in BLK in Q3 2013 and has held it in 12 quarters since. 1,804 funds tracked by Wall St. Rank hold BLK as of Q1 2022.

Lenox Wealth Advisors held 101 shares of Blackrock worth $75K as of Q1 2022.
Lenox Wealth Advisors bought 36 Blackrock shares in Q1 2022, an estimated $28.1K.
Blackrock made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #195 holding.
Lenox Wealth Advisors first reported a position in Blackrock in Q3 2013 and has held it in 12 quarters since.
1,804 funds tracked by Wall St. Rank held Blackrock as of Q1 2022.

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