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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return