Lenox Wealth Advisors’s WaFd WAFD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-102	Closed	-$3K	–	802
2020 Q1	$3K	Hold	102	–	–	﹤0.01%	539
2019 Q4	$4K	Hold	102	–	–	﹤0.01%	521
2019 Q3	$4K	Buy	+102	New	+$3.64K	﹤0.01%	430

Other funds holding WAFD

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Lenox Wealth Advisors's WAFD Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of WaFd (WAFD) in Q2 2020, closing a stake of 102 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in WAFD in Q3 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 210 funds tracked by Wall St. Rank hold WAFD as of Q2 2020.

Lenox Wealth Advisors reported no remaining WaFd position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 102 WaFd shares in Q2 2020, an estimated $3K.
Lenox Wealth Advisors first reported a position in WaFd in Q3 2019 and held it in 3 quarters.
Lenox Wealth Advisors's WaFd position peaked at $4K in Q4 2019.
210 funds tracked by Wall St. Rank held WaFd as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.