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Lenox Wealth Advisors’s First Community Bankshares FCBC Stock Holding History

Lenox Wealth Advisors’s Portfolio FCBC Stock Details FCBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-135
Closed -$3K – 659
2020
Q1 		$3K Hold
135
– – ﹤0.01% 501
2019
Q4 		$4K Hold
135
– – ﹤0.01% 505
2019
Q3 		$4K Buy
+135
New +$4.41K ﹤0.01% 420

Other funds holding FCBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DGHMC
Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of First Community Bankshares (FCBC) in Q2 2020, closing a stake of 135 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in FCBC in Q3 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 85 funds tracked by Wall St. Rank hold FCBC as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining First Community Bankshares position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 135 First Community Bankshares shares in Q2 2020, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in First Community Bankshares in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's First Community Bankshares position peaked at $4K in Q4 2019.
  • 85 funds tracked by Wall St. Rank held First Community Bankshares as of Q2 2020.

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