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Lenox Wealth Advisors’s Terreno Realty TRNO Stock Holding History

Lenox Wealth Advisors’s Portfolio TRNO Stock Details TRNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-27
Closed -$2K – 983
2021
Q4 		$2K Buy
+27
New +$2.03K ﹤0.01% 763
2020
Q4 		– Sell
-70
Closed -$4K – 677
2020
Q3 		$4K Buy
+70
New +$3.98K ﹤0.01% 461

Other funds holding TRNO

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Terreno Realty (TRNO) in Q1 2022, closing a stake of 27 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in TRNO in Q3 2020 and held it in 2 quarters. The position peaked at $4K in Q3 2020. 263 funds tracked by Wall St. Rank hold TRNO as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Terreno Realty position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 27 Terreno Realty shares in Q1 2022, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Terreno Realty in Q3 2020 and held it in 2 quarters.
  • Lenox Wealth Advisors's Terreno Realty position peaked at $4K in Q3 2020.
  • 263 funds tracked by Wall St. Rank held Terreno Realty as of Q1 2022.

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