Lenox Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$12K	Buy	298 +251	+534%	+$12.9K	﹤0.01%	454
2021 Q4	$2K	Buy	+47	New	+$2.26K	﹤0.01%	698
2021 Q1	–	Sell	-186	Closed	-$7K	–	689
2020 Q4	$7K	Buy	+186	New	+$5.84K	﹤0.01%	467
2020 Q1	–	Sell	-6	Closed	–	–	784
2019 Q4	$0	Buy	+6	New	+$225	﹤0.01%	738
2016 Q1	–	Sell	-50	Closed	-$1K	–	278
2015 Q4	$1K	Buy	+50	New	+$1.26K	﹤0.01%	384

Other funds holding CFG

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

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

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Lenox Wealth Advisors increased its Citizens Financial Group (CFG) stake by 534% in Q1 2022, buying an estimated $12.9K and bringing the position to 298 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Lenox Wealth Advisors first reported a position in CFG in Q4 2015 and has held it in 5 quarters since. 760 funds tracked by Wall St. Rank hold CFG as of Q1 2022.

Lenox Wealth Advisors held 298 shares of Citizens Financial Group worth $12K as of Q1 2022.
Lenox Wealth Advisors bought 251 Citizens Financial Group shares in Q1 2022, an estimated $12.9K.
Citizens Financial Group made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #454 holding.
Lenox Wealth Advisors first reported a position in Citizens Financial Group in Q4 2015 and has held it in 5 quarters since.
760 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2022.

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