Lenox Wealth Advisors’s LiveRamp RAMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-385	Closed	-$18K	–	776
2021 Q2	$18K	Hold	385	–	–	﹤0.01%	383
2021 Q1	$20K	Hold	385	–	–	﹤0.01%	312
2020 Q4	$28K	Hold	385	–	–	﹤0.01%	261
2020 Q3	$20K	Hold	385	–	–	﹤0.01%	285
2020 Q2	$16K	Hold	385	–	–	﹤0.01%	325
2020 Q1	$13K	Hold	385	–	–	﹤0.01%	316
2019 Q4	$19K	Buy	+385	New	+$17.3K	﹤0.01%	347
2016 Q1	–	Sell	-64	Closed	-$1K	–	380
2015 Q4	$1K	Buy	+64	New	+$1.4K	﹤0.01%	430

Other funds holding RAMP

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lenox Wealth Advisors's RAMP Position: Q3 2021 in Review

Lenox Wealth Advisors sold out of LiveRamp (RAMP) in Q3 2021, closing a stake of 385 shares — an estimated $18K sold.

Lenox Wealth Advisors first reported a position in RAMP in Q4 2015 and held it in 8 quarters. The position peaked at $28K in Q4 2020. 226 funds tracked by Wall St. Rank hold RAMP as of Q3 2021.

Lenox Wealth Advisors reported no remaining LiveRamp position as of Q3 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 385 LiveRamp shares in Q3 2021, an estimated $18K.
Lenox Wealth Advisors first reported a position in LiveRamp in Q4 2015 and held it in 8 quarters.
Lenox Wealth Advisors's LiveRamp position peaked at $28K in Q4 2020.
226 funds tracked by Wall St. Rank held LiveRamp as of Q3 2021.

Based on Lenox Wealth Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.