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Lenox Wealth Advisors’s Regal Rexnord RRX Stock Holding History

Lenox Wealth Advisors’s Portfolio RRX Stock Details RRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-39
Closed -$2K – 759
2020
Q1 		$2K Hold
39
– – ﹤0.01% 613
2019
Q4 		$3K Hold
39
– – ﹤0.01% 559
2019
Q3 		$3K Buy
+39
New +$2.94K ﹤0.01% 465

Other funds holding RRX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Lenox Wealth Advisors's RRX Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Regal Rexnord (RRX) in Q2 2020, closing a stake of 39 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in RRX in Q3 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 281 funds tracked by Wall St. Rank hold RRX as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Regal Rexnord position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 39 Regal Rexnord shares in Q2 2020, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Regal Rexnord in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Regal Rexnord position peaked at $3K in Q4 2019.
  • 281 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.