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Lenox Wealth Advisors’s Oil States International OIS Stock Holding History

Lenox Wealth Advisors’s Portfolio OIS Stock Details OIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-114
Closed -$1K – 925
2021
Q4 		$1K Buy
+114
New +$671 ﹤0.01% 884

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State Street
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Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Oil States International (OIS) in Q1 2022, closing a stake of 114 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in OIS in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 164 funds tracked by Wall St. Rank hold OIS as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Oil States International position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 114 Oil States International shares in Q1 2022, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Oil States International in Q4 2021 and held it in 1 quarter.
  • Lenox Wealth Advisors's Oil States International position peaked at $1K in Q4 2021.
  • 164 funds tracked by Wall St. Rank held Oil States International as of Q1 2022.

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