Lenox Wealth Advisors’s Synopsys SNPS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$26K	Sell	80 -8	-9%	-$2.5K	﹤0.01%	344
2021 Q4	$32K	Buy	88 +8	+10%	+$2.7K	﹤0.01%	327
2021 Q3	$24K	Hold	80	–	–	﹤0.01%	336
2021 Q2	$22K	Buy	+80	New	+$20.3K	﹤0.01%	341
2018 Q3	–	Sell	-125	Closed	-$11K	–	506
2018 Q2	$11K	Sell	125 -40	-24%	-$3.49K	﹤0.01%	344
2018 Q1	$14K	Buy	165 +125	+313%	+$11K	﹤0.01%	313
2017 Q4	$3K	Buy	+40	New	+$3.46K	﹤0.01%	298

Other funds holding SNPS

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Lenox Wealth Advisors reduced its Synopsys (SNPS) stake by 9.1% in Q1 2022, selling an estimated $2.5K and leaving 80 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Lenox Wealth Advisors first reported a position in SNPS in Q4 2017 and has held it in 7 quarters since. The position peaked at $32K in Q4 2021. 834 funds tracked by Wall St. Rank hold SNPS as of Q1 2022.

Lenox Wealth Advisors held 80 shares of Synopsys worth $26K as of Q1 2022.
Lenox Wealth Advisors sold 8 Synopsys shares in Q1 2022, an estimated $2.5K.
Synopsys made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #344 holding.
Lenox Wealth Advisors first reported a position in Synopsys in Q4 2017 and has held it in 7 quarters since.
Lenox Wealth Advisors's Synopsys position peaked at $32K in Q4 2021.
834 funds tracked by Wall St. Rank held Synopsys as of Q1 2022.

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