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Lenox Wealth Advisors’s Goldman Sachs GS Stock Holding History

Lenox Wealth Advisors’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$134K Buy
417
+21
+5% +$7.42K 0.02% 139
2021
Q4 		$151K Buy
396
+9
+2% +$3.56K 0.02% 132
2021
Q3 		$146K Buy
387
+3
+0.8% +$1.17K 0.02% 126
2021
Q2 		$146K Hold
384
– – 0.02% 129
2021
Q1 		$126K Buy
384
+54
+16% +$16.8K 0.02% 114
2020
Q4 		$87K Buy
330
+56
+20% +$12.5K 0.01% 132
2020
Q3 		$55K Hold
274
– – 0.01% 157
2020
Q2 		$54K Hold
274
– – 0.01% 153
2020
Q1 		$42K Hold
274
– – 0.01% 155
2019
Q4 		$63K Sell
274
-100
-27% -$21.7K 0.01% 151
2019
Q3 		$78K Sell
374
-100
-21% -$20.9K 0.01% 125
2019
Q2 		$97K Sell
474
-216
-31% -$42.8K 0.02% 113
2019
Q1 		$132K Buy
690
+344
+99% +$66.4K 0.02% 90
2018
Q4 		$58K Buy
346
+296
+592% +$59.7K 0.01% 120
2018
Q3 		$11K Hold
50
– – ﹤0.01% 271
2018
Q2 		$11K Hold
50
– – ﹤0.01% 339
2018
Q1 		$13K Buy
+50
New +$13K ﹤0.01% 320
2017
Q4 		– Sell
-2
Closed – – 414
2017
Q3 		$0 Sell
2
-75
-97% -$16.9K ﹤0.01% 256
2017
Q2 		$17K Buy
+77
New +$17.1K 0.01% 81
2016
Q2 		– Sell
-45
Closed -$7K – 230
2016
Q1 		$7K Sell
45
-52
-54% -$8.04K ﹤0.01% 177
2015
Q4 		$17K Buy
97
+83
+593% +$15.4K 0.01% 153
2015
Q3 		$2K Hold
14
– – ﹤0.01% 342
2015
Q2 		$3K Sell
14
-39
-74% -$7.95K ﹤0.01% 246
2015
Q1 		$10K Buy
53
+39
+279% +$7.25K ﹤0.01% 158
2014
Q4 		$3K Buy
+14
New +$2.63K ﹤0.01% 284
2014
Q1 		– Sell
-84
Closed -$15K – 250
2013
Q4 		$15K Buy
+84
New +$13.9K 0.01% 134

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Lenox Wealth Advisors increased its Goldman Sachs (GS) stake by 5.3% in Q1 2022, buying an estimated $7.42K and bringing the position to 417 shares worth $134K. The position accounts for 0.02% of the portfolio, ranked #139.

Lenox Wealth Advisors first reported a position in GS in Q4 2013 and has held it in 26 quarters since. The position peaked at $151K in Q4 2021. 1,832 funds tracked by Wall St. Rank hold GS as of Q1 2022.

  • Lenox Wealth Advisors held 417 shares of Goldman Sachs worth $134K as of Q1 2022.
  • Lenox Wealth Advisors bought 21 Goldman Sachs shares in Q1 2022, an estimated $7.42K.
  • Goldman Sachs made up 0.02% of Lenox Wealth Advisors's portfolio in Q1 2022, its #139 holding.
  • Lenox Wealth Advisors first reported a position in Goldman Sachs in Q4 2013 and has held it in 26 quarters since.
  • Lenox Wealth Advisors's Goldman Sachs position peaked at $151K in Q4 2021.
  • 1,832 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2022.

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