Lenox Wealth Advisors’s Newmark Group NMRK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$60K	Hold	4,444	–	–	0.01%	229
2021 Q4	$83K	Sell	4,444 -4,445	-50%	-$70.9K	0.01%	191
2021 Q3	$127K	Buy	+8,889	New	+$115K	0.02%	142
2020 Q2	–	Sell	-198	Closed	-$1K	–	729
2020 Q1	$1K	Hold	198	–	–	﹤0.01%	705
2019 Q4	$3K	Hold	198	–	–	﹤0.01%	552
2019 Q3	$2K	Buy	+198	New	+$1.84K	﹤0.01%	513
2019 Q2	–	Sell	-551	Closed	-$5K	–	527
2019 Q1	$5K	Buy	+551	New	+$5.23K	﹤0.01%	372

Other funds holding NMRK

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

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

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

Lenox Wealth Advisors held its Newmark Group (NMRK) position steady in Q1 2022 at 4,444 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #229.

Lenox Wealth Advisors first reported a position in NMRK in Q1 2019 and has held it in 7 quarters since. The position peaked at $127K in Q3 2021. 232 funds tracked by Wall St. Rank hold NMRK as of Q1 2022.

Lenox Wealth Advisors held 4,444 shares of Newmark Group worth $60K as of Q1 2022.
Lenox Wealth Advisors left its Newmark Group share count unchanged in Q1 2022.
Newmark Group made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #229 holding.
Lenox Wealth Advisors first reported a position in Newmark Group in Q1 2019 and has held it in 7 quarters since.
Lenox Wealth Advisors's Newmark Group position peaked at $127K in Q3 2021.
232 funds tracked by Wall St. Rank held Newmark Group as of Q1 2022.

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