LWA
LBAI

Lenox Wealth Advisors’s Lakeland Bancorp Inc LBAI Stock Holding History

Lenox Wealth Advisors’s Portfolio LBAI Stock Details LBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-147
Closed -$2K – 825
2020
Q1 		$2K Hold
147
– – ﹤0.01% 631
2019
Q4 		$3K Hold
147
– – ﹤0.01% 569
2019
Q3 		$2K Buy
+147
New +$2.29K ﹤0.01% 542

Other funds holding LBAI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Lakeland Bancorp Inc (LBAI) in Q2 2020, closing a stake of 147 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in LBAI in Q3 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 150 funds tracked by Wall St. Rank hold LBAI as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Lakeland Bancorp Inc position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 147 Lakeland Bancorp Inc shares in Q2 2020, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Lakeland Bancorp Inc in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Lakeland Bancorp Inc position peaked at $3K in Q4 2019.
  • 150 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q2 2020.

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