LWA
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Lenox Wealth Advisors’s Cloudflare NET Stock Holding History

Lenox Wealth Advisors’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$4K Sell
40
-4
-9% -$417 ﹤0.01% 587
2021
Q4 		$6K Buy
44
+4
+10% +$670 ﹤0.01% 578
2021
Q3 		$5K Hold
40
– – ﹤0.01% 559
2021
Q2 		$4K Hold
40
– – ﹤0.01% 589
2021
Q1 		$3K Buy
+40
New +$3.08K ﹤0.01% 575

Other funds holding NET

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 NET Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Cloudflare (NET) stake by 9.1% in Q1 2022, selling an estimated $417 and leaving 40 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Lenox Wealth Advisors first reported a position in NET in Q1 2021 and has held it in 5 quarters since. The position peaked at $6K in Q4 2021. 640 funds tracked by Wall St. Rank hold NET as of Q1 2022.

  • Lenox Wealth Advisors held 40 shares of Cloudflare worth $4K as of Q1 2022.
  • Lenox Wealth Advisors sold 4 Cloudflare shares in Q1 2022, an estimated $417.
  • Cloudflare made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #587 holding.
  • Lenox Wealth Advisors first reported a position in Cloudflare in Q1 2021 and has held it in 5 quarters since.
  • Lenox Wealth Advisors's Cloudflare position peaked at $6K in Q4 2021.
  • 640 funds tracked by Wall St. Rank held Cloudflare as of Q1 2022.

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