Lenox Wealth Advisors’s Restaurant Brands International QSR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$83K	Hold	1,400	–	–	0.01%	185
2021 Q4	$85K	Hold	1,400	–	–	0.01%	186
2021 Q3	$86K	Hold	1,400	–	–	0.01%	168
2021 Q2	$90K	Hold	1,400	–	–	0.01%	163
2021 Q1	$91K	Sell	1,400 -300	-18%	-$18.6K	0.01%	136
2020 Q4	$104K	Hold	1,700	–	–	0.01%	120
2020 Q3	$98K	Hold	1,700	–	–	0.01%	115
2020 Q2	$93K	Buy	+1,700	New	+$85.7K	0.01%	109
2018 Q3	–	Sell	-1,700	Closed	-$103K	–	496
2018 Q2	$103K	Buy	+1,700	New	+$97.4K	0.02%	81

Other funds holding QSR

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Lenox Wealth Advisors held its Restaurant Brands International (QSR) position steady in Q1 2022 at 1,400 shares worth $83K. The position accounts for 0.01% of the portfolio, ranked #185.

Lenox Wealth Advisors first reported a position in QSR in Q2 2018 and has held it in 9 quarters since. The position peaked at $104K in Q4 2020. 385 funds tracked by Wall St. Rank hold QSR as of Q1 2022.

Lenox Wealth Advisors held 1,400 shares of Restaurant Brands International worth $83K as of Q1 2022.
Lenox Wealth Advisors left its Restaurant Brands International share count unchanged in Q1 2022.
Restaurant Brands International made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #185 holding.
Lenox Wealth Advisors first reported a position in Restaurant Brands International in Q2 2018 and has held it in 9 quarters since.
Lenox Wealth Advisors's Restaurant Brands International position peaked at $104K in Q4 2020.
385 funds tracked by Wall St. Rank held Restaurant Brands International as of Q1 2022.

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