Lenox Wealth Advisors’s Orchid Island Capital ORC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-23	Closed	-$1K	–	930
2021 Q4	$1K	Buy	+23	New	+$551	﹤0.01%	886

Other funds holding ORC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Orchid Island Capital (ORC) in Q1 2022, closing a stake of 23 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in ORC in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 110 funds tracked by Wall St. Rank hold ORC as of Q1 2022.

Lenox Wealth Advisors reported no remaining Orchid Island Capital position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 23 Orchid Island Capital shares in Q1 2022, an estimated $1K.
Lenox Wealth Advisors first reported a position in Orchid Island Capital in Q4 2021 and held it in 1 quarter.
Lenox Wealth Advisors's Orchid Island Capital position peaked at $1K in Q4 2021.
110 funds tracked by Wall St. Rank held Orchid Island Capital as of Q1 2022.

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