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Lenox Wealth Advisors’s ICF International ICFI Stock Holding History

Lenox Wealth Advisors’s Portfolio ICFI Stock Details ICFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-33
Closed -$2K – 686
2020
Q1 		$2K Hold
33
– – ﹤0.01% 586
2019
Q4 		$3K Hold
33
– – ﹤0.01% 542
2019
Q3 		$3K Buy
+33
New +$2.68K ﹤0.01% 453

Other funds holding ICFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of ICF International (ICFI) in Q2 2020, closing a stake of 33 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in ICFI in Q3 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 174 funds tracked by Wall St. Rank hold ICFI as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining ICF International position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 33 ICF International shares in Q2 2020, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in ICF International in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's ICF International position peaked at $3K in Q4 2019.
  • 174 funds tracked by Wall St. Rank held ICF International as of Q2 2020.

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