Lenox Wealth Advisors’s CrossAmerica Partners CAPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$33K	Hold	1,473	–	–	﹤0.01%	297
2021 Q4	$28K	Hold	1,473	–	–	﹤0.01%	341
2021 Q3	$29K	Hold	1,473	–	–	﹤0.01%	308
2021 Q2	$28K	Hold	1,473	–	–	﹤0.01%	310
2021 Q1	$27K	Hold	1,473	–	–	﹤0.01%	261
2020 Q4	$25K	Hold	1,473	–	–	﹤0.01%	279
2020 Q3	$22K	Hold	1,473	–	–	﹤0.01%	270
2020 Q2	$20K	Hold	1,473	–	–	﹤0.01%	292
2020 Q1	$12K	Hold	1,473	–	–	﹤0.01%	319
2019 Q4	$27K	Hold	1,473	–	–	﹤0.01%	280
2019 Q3	$25K	Buy	+1,473	New	+$24.9K	﹤0.01%	255

Other funds holding CAPL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Lenox Wealth Advisors held its CrossAmerica Partners (CAPL) position steady in Q1 2022 at 1,473 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Lenox Wealth Advisors first reported a position in CAPL in Q3 2019 and has held it in 11 quarters since. 46 funds tracked by Wall St. Rank hold CAPL as of Q1 2022.

Lenox Wealth Advisors held 1,473 shares of CrossAmerica Partners worth $33K as of Q1 2022.
Lenox Wealth Advisors left its CrossAmerica Partners share count unchanged in Q1 2022.
CrossAmerica Partners made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #297 holding.
Lenox Wealth Advisors first reported a position in CrossAmerica Partners in Q3 2019 and has held it in 11 quarters since.
46 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q1 2022.

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