LWA
BLKB icon

Lenox Wealth Advisors’s Blackbaud BLKB Stock Holding History

Lenox Wealth Advisors’s Portfolio BLKB Stock Details BLKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-295
Closed -$16K – 619
2020
Q3 		$16K Hold
295
– – ﹤0.01% 318
2020
Q2 		$17K Hold
295
– – ﹤0.01% 313
2020
Q1 		$16K Hold
295
– – ﹤0.01% 297
2019
Q4 		$23K Buy
+295
New +$24.7K ﹤0.01% 310
2018
Q2 		– Sell
-12
Closed -$1K – 554
2018
Q1 		$1K Buy
+12
New +$1.2K ﹤0.01% 499

Other funds holding BLKB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return