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Lenox Wealth Advisors’s H.B. Fuller FUL Stock Holding History

Lenox Wealth Advisors’s Portfolio FUL Stock Details FUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-34
Closed -$2K – 735
2021
Q1 		$2K Buy
+34
New +$1.93K ﹤0.01% 603
2019
Q2 		– Sell
-79
Closed -$4K – 477
2019
Q1 		$4K Buy
+79
New +$3.79K ﹤0.01% 396

Other funds holding FUL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lenox Wealth Advisors's FUL Position: Q2 2021 in Review

Lenox Wealth Advisors sold out of H.B. Fuller (FUL) in Q2 2021, closing a stake of 34 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in FUL in Q1 2019 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 250 funds tracked by Wall St. Rank hold FUL as of Q2 2021.

  • Lenox Wealth Advisors reported no remaining H.B. Fuller position as of Q2 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 34 H.B. Fuller shares in Q2 2021, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in H.B. Fuller in Q1 2019 and held it in 2 quarters.
  • Lenox Wealth Advisors's H.B. Fuller position peaked at $4K in Q1 2019.
  • 250 funds tracked by Wall St. Rank held H.B. Fuller as of Q2 2021.

Based on Lenox Wealth Advisors's 13F filing for Q2 2021, filed 8 Jul 2021.