Lenox Wealth Advisors’s W&T Offshore WTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-145	Closed	–	–	1015
2021 Q4	$0	Buy	+145	New	+$558	﹤0.01%	1014

Other funds holding WTI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of W&T Offshore (WTI) in Q1 2022, closing a stake of 145 shares.

Lenox Wealth Advisors first reported a position in WTI in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 146 funds tracked by Wall St. Rank hold WTI as of Q1 2022.

Lenox Wealth Advisors reported no remaining W&T Offshore position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 145 W&T Offshore shares in Q1 2022.
Lenox Wealth Advisors first reported a position in W&T Offshore in Q4 2021 and held it in 1 quarter.
Lenox Wealth Advisors's W&T Offshore position peaked at $0 in Q4 2021.
146 funds tracked by Wall St. Rank held W&T Offshore as of Q1 2022.

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