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Lenox Wealth Advisors’s Princeton Bancorp BPRN Stock Holding History

Lenox Wealth Advisors’s Portfolio BPRN Stock Details BPRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-60
Closed -$1K – 608
2020
Q1 		$1K Hold
60
– – ﹤0.01% 660
2019
Q4 		$2K Hold
60
– – ﹤0.01% 584
2019
Q3 		$2K Buy
+60
New +$1.67K ﹤0.01% 490

Other funds holding BPRN

EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lenox Wealth Advisors's BPRN Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Princeton Bancorp (BPRN) in Q2 2020, closing a stake of 60 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in BPRN in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 45 funds tracked by Wall St. Rank hold BPRN as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Princeton Bancorp position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 60 Princeton Bancorp shares in Q2 2020, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Princeton Bancorp in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Princeton Bancorp position peaked at $2K in Q4 2019.
  • 45 funds tracked by Wall St. Rank held Princeton Bancorp as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.