LWA
XYZ

Lenox Wealth Advisors’s Block Inc XYZ Stock Holding History

Lenox Wealth Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$25K Buy
202
+163
+418% +$19.7K ﹤0.01% 350
2021
Q4 		$6K Buy
39
+13
+50% +$2.82K ﹤0.01% 587
2021
Q3 		$6K Hold
26
– – ﹤0.01% 539
2021
Q2 		$6K Hold
26
– – ﹤0.01% 536
2021
Q1 		$6K Buy
+26
New +$6.08K ﹤0.01% 483
2020
Q2 		– Sell
-207
Closed -$11K – 818
2020
Q1 		$11K Buy
207
+134
+184% +$9.16K ﹤0.01% 336
2019
Q4 		$5K Buy
73
+60
+462% +$3.83K ﹤0.01% 491
2019
Q3 		$1K Hold
13
– – ﹤0.01% 605
2019
Q2 		$1K Sell
13
-198
-94% -$13.8K ﹤0.01% 398
2019
Q1 		$16K Buy
+211
New +$15.3K ﹤0.01% 229

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

Lenox Wealth Advisors increased its Block Inc (XYZ) stake by 418% in Q1 2022, buying an estimated $19.7K and bringing the position to 202 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Lenox Wealth Advisors first reported a position in XYZ in Q1 2019 and has held it in 10 quarters since. 1,249 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Lenox Wealth Advisors held 202 shares of Block Inc worth $25K as of Q1 2022.
  • Lenox Wealth Advisors bought 163 Block Inc shares in Q1 2022, an estimated $19.7K.
  • Block Inc made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #350 holding.
  • Lenox Wealth Advisors first reported a position in Block Inc in Q1 2019 and has held it in 10 quarters since.
  • 1,249 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

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