Lenox Wealth Advisors’s Semtech SMTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-28	Closed	-$2K	–	790
2021 Q1	$2K	Buy	+28	New	+$2.06K	﹤0.01%	630
2017 Q4	–	Sell	-70	Closed	-$3K	–	453
2017 Q3	$3K	Buy	+70	New	+$2.61K	﹤0.01%	120

Other funds holding SMTC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lenox Wealth Advisors's SMTC Position: Q2 2021 in Review

Lenox Wealth Advisors sold out of Semtech (SMTC) in Q2 2021, closing a stake of 28 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in SMTC in Q3 2017 and held it in 2 quarters. The position peaked at $3K in Q3 2017. 272 funds tracked by Wall St. Rank hold SMTC as of Q2 2021.

Lenox Wealth Advisors reported no remaining Semtech position as of Q2 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 28 Semtech shares in Q2 2021, an estimated $2K.
Lenox Wealth Advisors first reported a position in Semtech in Q3 2017 and held it in 2 quarters.
Lenox Wealth Advisors's Semtech position peaked at $3K in Q3 2017.
272 funds tracked by Wall St. Rank held Semtech as of Q2 2021.

Based on Lenox Wealth Advisors's 13F filing for Q2 2021, filed 8 Jul 2021.