Lenox Wealth Advisors’s Nasdaq NDAQ Stock Holding History

Lenox Wealth Advisors’s Portfolio NDAQ Stock Details NDAQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-24	Closed	-$2K	–	916
2021 Q4	$2K	Buy	+24	New	+$1.64K	﹤0.01%	742
2019 Q2	–	Sell	-72	Closed	-$2K	–	523
2019 Q1	$2K	Buy	+72	New	+$2.05K	﹤0.01%	535
2016 Q2	–	Sell	-180	Closed	-$4K	–	243
2016 Q1	$4K	Hold	180	–	–	﹤0.01%	208
2015 Q4	$3K	Buy	+180	New	+$3.43K	﹤0.01%	285
2014 Q1	–	Sell	-51	Closed	-$1K	–	289
2013 Q4	$1K	Buy	+51	New	+$624	﹤0.01%	359

Other funds holding NDAQ

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Nasdaq (NDAQ) in Q1 2022, closing a stake of 24 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in NDAQ in Q4 2013 and held it in 5 quarters. The position peaked at $4K in Q1 2016. 679 funds tracked by Wall St. Rank hold NDAQ as of Q1 2022.

Lenox Wealth Advisors reported no remaining Nasdaq position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 24 Nasdaq shares in Q1 2022, an estimated $2K.
Lenox Wealth Advisors first reported a position in Nasdaq in Q4 2013 and held it in 5 quarters.
Lenox Wealth Advisors's Nasdaq position peaked at $4K in Q1 2016.
679 funds tracked by Wall St. Rank held Nasdaq as of Q1 2022.

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