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Lenox Wealth Advisors’s Insteel Industries IIIN Stock Holding History

Lenox Wealth Advisors’s Portfolio IIIN Stock Details IIIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-45
Closed -$1K – 688
2020
Q1 		$1K Hold
45
– – ﹤0.01% 695
2019
Q4 		$1K Hold
45
– – ﹤0.01% 681
2019
Q3 		$1K Buy
+45
New +$895 ﹤0.01% 582

Other funds holding IIIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Insteel Industries (IIIN) in Q2 2020, closing a stake of 45 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in IIIN in Q3 2019 and held it in 3 quarters. The position peaked at $1K in Q1 2020. 119 funds tracked by Wall St. Rank hold IIIN as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Insteel Industries position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 45 Insteel Industries shares in Q2 2020, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Insteel Industries in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Insteel Industries position peaked at $1K in Q1 2020.
  • 119 funds tracked by Wall St. Rank held Insteel Industries as of Q2 2020.

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