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Lenox Wealth Advisors’s Moelis & Co MC Stock Holding History

Lenox Wealth Advisors’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$51K Hold
1,149
– – 0.01% 247
2021
Q4 		$72K Buy
+1,149
New +$77K 0.01% 212
2021
Q1 		– Sell
-278
Closed -$13K – 732
2020
Q4 		$13K Buy
+278
New +$11.2K ﹤0.01% 389

Other funds holding MC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Lenox Wealth Advisors held its Moelis & Co (MC) position steady in Q1 2022 at 1,149 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #247.

Lenox Wealth Advisors first reported a position in MC in Q4 2020 and has held it in 3 quarters since. The position peaked at $72K in Q4 2021. 282 funds tracked by Wall St. Rank hold MC as of Q1 2022.

  • Lenox Wealth Advisors held 1,149 shares of Moelis & Co worth $51K as of Q1 2022.
  • Lenox Wealth Advisors left its Moelis & Co share count unchanged in Q1 2022.
  • Moelis & Co made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #247 holding.
  • Lenox Wealth Advisors first reported a position in Moelis & Co in Q4 2020 and has held it in 3 quarters since.
  • Lenox Wealth Advisors's Moelis & Co position peaked at $72K in Q4 2021.
  • 282 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2022.

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