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Lenox Wealth Advisors’s KVH Industries KVHI Stock Holding History

Lenox Wealth Advisors’s Portfolio KVHI Stock Details KVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-270
Closed -$3K – 700
2020
Q1 		$3K Hold
270
– – ﹤0.01% 511
2019
Q4 		$3K Hold
270
– – ﹤0.01% 545
2019
Q3 		$3K Buy
+270
New +$2.68K ﹤0.01% 456

Other funds holding KVHI

SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IMOV
Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of KVH Industries (KVHI) in Q2 2020, closing a stake of 270 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in KVHI in Q3 2019 and held it in 3 quarters. The position peaked at $3K in Q1 2020. 61 funds tracked by Wall St. Rank hold KVHI as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining KVH Industries position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 270 KVH Industries shares in Q2 2020, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in KVH Industries in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's KVH Industries position peaked at $3K in Q1 2020.
  • 61 funds tracked by Wall St. Rank held KVH Industries as of Q2 2020.

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