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Lenox Wealth Advisors’s ProShares Online Retail ETF ONLN Stock Holding History

Lenox Wealth Advisors’s Portfolio ONLN Stock Details ONLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,285
Closed -$84K – 992
2021
Q3 		$84K Hold
1,285
– – 0.01% 172
2021
Q2 		$104K Hold
1,285
– – 0.01% 154
2021
Q1 		$101K Buy
+1,285
New +$107K 0.01% 129

Other funds holding ONLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lenox Wealth Advisors's ONLN Position: Q4 2021 in Review

Lenox Wealth Advisors sold out of ProShares Online Retail ETF (ONLN) in Q4 2021, closing a stake of 1,285 shares — an estimated $84K sold.

Lenox Wealth Advisors first reported a position in ONLN in Q1 2021 and held it in 3 quarters. The position peaked at $104K in Q2 2021. 85 funds tracked by Wall St. Rank hold ONLN as of Q4 2021.

  • Lenox Wealth Advisors reported no remaining ProShares Online Retail ETF position as of Q4 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 1,285 ProShares Online Retail ETF shares in Q4 2021, an estimated $84K.
  • Lenox Wealth Advisors first reported a position in ProShares Online Retail ETF in Q1 2021 and held it in 3 quarters.
  • Lenox Wealth Advisors's ProShares Online Retail ETF position peaked at $104K in Q2 2021.
  • 85 funds tracked by Wall St. Rank held ProShares Online Retail ETF as of Q4 2021.

Based on Lenox Wealth Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.