Lenox Wealth Advisors’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$5K	Buy	+72	New	+$5K	﹤0.01%	573
2021 Q4	–	Sell	-86	Closed	-$7K	–	1029
2021 Q3	$7K	Hold	86	–	–	﹤0.01%	528
2021 Q2	$7K	Buy	+86	New	+$7K	﹤0.01%	523
2021 Q1	–	Sell	-193	Closed	-$14K	–	785
2020 Q4	$14K	Buy	+193	New	+$14K	﹤0.01%	383
2020 Q3	–	Sell	-260	Closed	-$15K	–	679
2020 Q2	$15K	Buy	+260	New	+$15K	﹤0.01%	335
2018 Q3	–	Sell	-102	Closed	-$7K	–	550
2018 Q2	$7K	Sell	102 -39	-28%	-$2.68K	﹤0.01%	425
2018 Q1	$9K	Buy	141 +102	+262%	+$6.51K	﹤0.01%	374
2017 Q4	$3K	Buy	+39	New	+$3K	﹤0.01%	310
2015 Q4	–	Sell	-103	Closed	-$9K	–	589
2015 Q3	$9K	Hold	103	–	–	﹤0.01%	196
2015 Q2	$10K	Hold	103	–	–	﹤0.01%	144
2015 Q1	$11K	Hold	103	–	–	﹤0.01%	153
2014 Q4	$12K	Hold	103	–	–	0.01%	161
2014 Q3	$12K	Buy	+103	New	+$12K	0.01%	168

Other funds holding SI

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

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

VDI

Vaughan David Investments Peoria, Illinois $4.73B AUM 19.55% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

DWA

Douglass Winthrop Advisors New York $5.46B AUM 11.49% 1-Year Est. Return

BIC

Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return

BCM

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

TWI

Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return

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

Lenox Wealth Advisors opened a new position in SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q1 2022: 72 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #573 among its holdings. This is a return to the name: Lenox Wealth Advisors previously reported a position in SI as recently as Q3 2021.

Lenox Wealth Advisors first reported a position in SI in Q3 2014 and has held it in 13 quarters since. The position peaked at $15K in Q2 2020. 50 funds tracked by Wall St. Rank hold SI as of Q1 2022.

Lenox Wealth Advisors held 72 shares of SIEMENS AKTIENGESELLSCHAFT ADS worth $5K as of Q1 2022.
SIEMENS AKTIENGESELLSCHAFT ADS was a new Lenox Wealth Advisors position in Q1 2022.
SIEMENS AKTIENGESELLSCHAFT ADS made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #573 holding.
Lenox Wealth Advisors first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q3 2014 and has held it in 13 quarters since.
Lenox Wealth Advisors's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $15K in Q2 2020.
50 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q1 2022.

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