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Lenox Wealth Advisors’s Granite Construction GVA Stock Holding History

Lenox Wealth Advisors’s Portfolio GVA Stock Details GVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-52
Closed -$2K – 740
2021
Q1 		$2K Buy
+52
New +$1.8K ﹤0.01% 604
2020
Q2 		– Sell
-39
Closed -$1K – 673
2020
Q1 		$1K Hold
39
– – ﹤0.01% 685
2019
Q4 		$1K Hold
39
– – ﹤0.01% 678
2019
Q3 		$1K Buy
+39
New +$1.35K ﹤0.01% 573

Other funds holding GVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Granite Construction (GVA) in Q2 2021, closing a stake of 52 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in GVA in Q3 2019 and held it in 4 quarters. The position peaked at $2K in Q1 2021. 206 funds tracked by Wall St. Rank hold GVA as of Q2 2021.

  • Lenox Wealth Advisors reported no remaining Granite Construction position as of Q2 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 52 Granite Construction shares in Q2 2021, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Granite Construction in Q3 2019 and held it in 4 quarters.
  • Lenox Wealth Advisors's Granite Construction position peaked at $2K in Q1 2021.
  • 206 funds tracked by Wall St. Rank held Granite Construction as of Q2 2021.

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