LWA
GAP

Lenox Wealth Advisors’s The Gap Inc GAP Stock Holding History

Lenox Wealth Advisors’s Portfolio GAP Stock Details GAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-22
Closed – – 956
2019
Q4 		$0 Buy
+22
New +$375 ﹤0.01% 835
2018
Q3 		– Sell
-1,398
Closed -$45K – 529
2018
Q2 		$45K Buy
+1,398
New +$43K 0.01% 152
2015
Q4 		– Sell
-209
Closed -$6K – 568
2015
Q3 		$6K Hold
209
– – ﹤0.01% 237
2015
Q2 		$8K Hold
209
– – ﹤0.01% 168
2015
Q1 		$9K Hold
209
– – ﹤0.01% 171
2014
Q4 		$9K Hold
209
– – ﹤0.01% 177
2014
Q3 		$9K Buy
+209
New +$8.87K ﹤0.01% 184
2014
Q1 		– Sell
-64
Closed -$3K – 346
2013
Q4 		$3K Buy
+64
New +$2.51K ﹤0.01% 282

Other funds holding GAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lenox Wealth Advisors's GAP Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of The Gap Inc (GAP) in Q1 2020, closing a stake of 22 shares.

Lenox Wealth Advisors first reported a position in GAP in Q4 2013 and held it in 8 quarters. The position peaked at $45K in Q2 2018. 367 funds tracked by Wall St. Rank hold GAP as of Q1 2020.

  • Lenox Wealth Advisors reported no remaining The Gap Inc position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 22 The Gap Inc shares in Q1 2020.
  • Lenox Wealth Advisors first reported a position in The Gap Inc in Q4 2013 and held it in 8 quarters.
  • Lenox Wealth Advisors's The Gap Inc position peaked at $45K in Q2 2018.
  • 367 funds tracked by Wall St. Rank held The Gap Inc as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.