Lenox Wealth Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-100	Closed	-$11K	–	1019
2021 Q4	$11K	Hold	100	–	–	﹤0.01%	501
2021 Q3	$13K	Buy	+100	New	+$12.9K	﹤0.01%	439
2020 Q2	–	Sell	-16	Closed	-$1K	–	810
2020 Q1	$1K	Sell	16 -39	-71%	-$3.45K	﹤0.01%	738
2019 Q4	$5K	Buy	55 +39	+244%	+$3.37K	﹤0.01%	489
2019 Q3	$1K	Hold	16	–	–	﹤0.01%	602
2019 Q2	$1K	Buy	+16	New	+$1.36K	﹤0.01%	397
2015 Q4	–	Sell	-735	Closed	-$46K	–	567
2015 Q3	$46K	Buy	+735	New	+$57.9K	0.02%	91

Other funds holding XBI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2022, closing a stake of 100 shares — an estimated $11K sold.

Lenox Wealth Advisors first reported a position in XBI in Q3 2015 and held it in 7 quarters. The position peaked at $46K in Q3 2015. 703 funds tracked by Wall St. Rank hold XBI as of Q1 2022.

Lenox Wealth Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 100 State Street SPDR S&P Biotech ETF shares in Q1 2022, an estimated $11K.
Lenox Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q3 2015 and held it in 7 quarters.
Lenox Wealth Advisors's State Street SPDR S&P Biotech ETF position peaked at $46K in Q3 2015.
703 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2022.

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