Lenox Wealth Advisors’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$46K	Hold	105	–	–	0.01%	256
2021 Q4	$51K	Hold	105	–	–	0.01%	257
2021 Q3	$41K	Hold	105	–	–	0.01%	256
2021 Q2	$35K	Hold	105	–	–	﹤0.01%	282
2021 Q1	$32K	Hold	105	–	–	﹤0.01%	243
2020 Q4	$35K	Hold	105	–	–	0.01%	235
2020 Q3	$35K	Hold	105	–	–	0.01%	200
2020 Q2	$34K	Hold	105	–	–	0.01%	203
2020 Q1	$27K	Hold	105	–	–	0.01%	213
2019 Q4	$28K	Buy	+105	New	+$27K	﹤0.01%	273

Other funds holding FDS

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lenox Wealth Advisors held its Factset (FDS) position steady in Q1 2022 at 105 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #256.

Lenox Wealth Advisors first reported a position in FDS in Q4 2019 and has held it in 10 quarters since. The position peaked at $51K in Q4 2021. 705 funds tracked by Wall St. Rank hold FDS as of Q1 2022.

Lenox Wealth Advisors held 105 shares of Factset worth $46K as of Q1 2022.
Lenox Wealth Advisors left its Factset share count unchanged in Q1 2022.
Factset made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #256 holding.
Lenox Wealth Advisors first reported a position in Factset in Q4 2019 and has held it in 10 quarters since.
Lenox Wealth Advisors's Factset position peaked at $51K in Q4 2021.
705 funds tracked by Wall St. Rank held Factset as of Q1 2022.

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