Lenox Wealth Advisors’s Stifel SF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$12K	Hold	284	–	–	﹤0.01%	458
2021 Q4	$13K	Hold	284	–	–	﹤0.01%	476
2021 Q3	$13K	Hold	284	–	–	﹤0.01%	437
2021 Q2	$12K	Buy	+284	New	+$12.7K	﹤0.01%	445
2020 Q2	–	Sell	-101	Closed	-$2K	–	768
2020 Q1	$2K	Hold	101	–	–	﹤0.01%	614
2019 Q4	$3K	Hold	101	–	–	﹤0.01%	560
2019 Q3	$3K	Buy	+101	New	+$2.54K	﹤0.01%	466
2018 Q3	–	Sell	-306	Closed	-$7K	–	504
2018 Q2	$7K	Sell	306 -97	-24%	-$2.52K	﹤0.01%	419
2018 Q1	$11K	Buy	403 +306	+315%	+$8.67K	﹤0.01%	351
2017 Q4	$3K	Buy	+97	New	+$2.37K	﹤0.01%	297
2013 Q4	–	Sell	-198	Closed	-$4K	–	404
2013 Q3	$4K	Buy	+198	New	+$3.46K	﹤0.01%	189

Other funds holding SF

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Lenox Wealth Advisors held its Stifel (SF) position steady in Q1 2022 at 284 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Lenox Wealth Advisors first reported a position in SF in Q3 2013 and has held it in 11 quarters since. The position peaked at $13K in Q4 2021. 367 funds tracked by Wall St. Rank hold SF as of Q1 2022.

Lenox Wealth Advisors held 284 shares of Stifel worth $12K as of Q1 2022.
Lenox Wealth Advisors left its Stifel share count unchanged in Q1 2022.
Stifel made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #458 holding.
Lenox Wealth Advisors first reported a position in Stifel in Q3 2013 and has held it in 11 quarters since.
Lenox Wealth Advisors's Stifel position peaked at $13K in Q4 2021.
367 funds tracked by Wall St. Rank held Stifel as of Q1 2022.

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