LWA
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Lenox Wealth Advisors’s Installed Building Products IBP Stock Holding History

Lenox Wealth Advisors’s Portfolio IBP Stock Details IBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-8
Closed -$1K – 870
2021
Q4 		$1K Buy
+8
New +$1.02K ﹤0.01% 849

Other funds holding IBP

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
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Installed Building Products (IBP) in Q1 2022, closing a stake of 8 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in IBP in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 217 funds tracked by Wall St. Rank hold IBP as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Installed Building Products position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 8 Installed Building Products shares in Q1 2022, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Installed Building Products in Q4 2021 and held it in 1 quarter.
  • Lenox Wealth Advisors's Installed Building Products position peaked at $1K in Q4 2021.
  • 217 funds tracked by Wall St. Rank held Installed Building Products as of Q1 2022.

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