Lenox Wealth Advisors’s VanEck Gold Miners ETF GDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$7K	Sell	168 -1,278	-88%	-$43.4K	﹤0.01%	526
2021 Q4	$46K	Buy	1,446 +189	+15%	+$6.03K	0.01%	270
2021 Q3	$37K	Sell	1,257 -538	-30%	-$17.5K	﹤0.01%	277
2021 Q2	$61K	Buy	1,795 +207	+13%	+$7.56K	0.01%	209
2021 Q1	$52K	Hold	1,588	–	–	0.01%	182
2020 Q4	$57K	Buy	1,588 +8	+0.5%	+$299	0.01%	172
2020 Q3	$62K	Buy	+1,580	New	+$64.4K	0.01%	143
2020 Q1	–	Sell	-4,600	Closed	-$135K	–	839
2019 Q4	$135K	Buy	+4,600	New	+$126K	0.02%	103
2016 Q4	–	Sell	-975	Closed	-$26K	–	140
2016 Q3	$26K	Buy	+975	New	+$28K	0.01%	122
2016 Q2	–	Sell	-1,000	Closed	-$20K	–	227
2016 Q1	$20K	Buy	1,000 +606	+154%	+$10.4K	0.01%	132
2015 Q4	$5K	Buy	+394	New	+$5.72K	﹤0.01%	223

Other funds holding GDX

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

Lenox Wealth Advisors reduced its VanEck Gold Miners ETF (GDX) stake by 88% in Q1 2022, selling an estimated $43.4K and leaving 168 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Lenox Wealth Advisors first reported a position in GDX in Q4 2015 and has held it in 11 quarters since. The position peaked at $135K in Q4 2019. 760 funds tracked by Wall St. Rank hold GDX as of Q1 2022.

Lenox Wealth Advisors held 168 shares of VanEck Gold Miners ETF worth $7K as of Q1 2022.
Lenox Wealth Advisors sold 1,278 VanEck Gold Miners ETF shares in Q1 2022, an estimated $43.4K.
VanEck Gold Miners ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #526 holding.
Lenox Wealth Advisors first reported a position in VanEck Gold Miners ETF in Q4 2015 and has held it in 11 quarters since.
Lenox Wealth Advisors's VanEck Gold Miners ETF position peaked at $135K in Q4 2019.
760 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2022.

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