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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 $6.73T AUM 46.02% 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 $529M AUM 50.26% 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 $209B AUM 37.72% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Blackbaud (BLKB) in Q4 2020, closing a stake of 295 shares — an estimated $16K sold.

Lenox Wealth Advisors first reported a position in BLKB in Q1 2018 and held it in 5 quarters. The position peaked at $23K in Q4 2019. 235 funds tracked by Wall St. Rank hold BLKB as of Q4 2020.

  • Lenox Wealth Advisors reported no remaining Blackbaud position as of Q4 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 295 Blackbaud shares in Q4 2020, an estimated $16K.
  • Lenox Wealth Advisors first reported a position in Blackbaud in Q1 2018 and held it in 5 quarters.
  • Lenox Wealth Advisors's Blackbaud position peaked at $23K in Q4 2019.
  • 235 funds tracked by Wall St. Rank held Blackbaud as of Q4 2020.

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