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Lenox Wealth Advisors’s Harmonic Inc HLIT Stock Holding History

Lenox Wealth Advisors’s Portfolio HLIT Stock Details HLIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-198
Closed -$1K – 677
2020
Q1 		$1K Hold
198
– – ﹤0.01% 690
2019
Q4 		$2K Hold
198
– – ﹤0.01% 598
2019
Q3 		$1K Buy
+198
New +$1.37K ﹤0.01% 576

Other funds holding HLIT

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SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lenox Wealth Advisors's HLIT Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Harmonic Inc (HLIT) in Q2 2020, closing a stake of 198 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in HLIT in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 140 funds tracked by Wall St. Rank hold HLIT as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Harmonic Inc position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 198 Harmonic Inc shares in Q2 2020, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Harmonic Inc in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Harmonic Inc position peaked at $2K in Q4 2019.
  • 140 funds tracked by Wall St. Rank held Harmonic Inc as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.