LWM
ANZ

Lenox Wealth Management’s AUSTRALIA & NW ZEAL ADS(RP5 SH ANZ Stock Holding History

Lenox Wealth Management’s Portfolio ANZ Stock Details ANZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$14K Buy
1,112
+325
+41% +$4.09K ﹤0.01% 393
2020
Q1 		$8K Buy
787
+209
+36% +$2.13K ﹤0.01% 429
2019
Q4 		$10K Sell
578
-504
-47% -$8.72K ﹤0.01% 451
2019
Q3 		$20K Sell
1,082
-29
-3% -$536 0.01% 363
2019
Q2 		$22K Buy
1,111
+6
+0.5% +$119 0.01% 340
2019
Q1 		$20K Sell
1,105
-63
-5% -$1.14K 0.01% 353
2018
Q4 		$20K Buy
1,168
+527
+82% +$9.02K 0.01% 294
2018
Q3 		$13K Hold
641
– – ﹤0.01% 384
2018
Q2 		$14K Buy
641
+434
+210% +$9.48K ﹤0.01% 333
2018
Q1 		$2K Buy
+207
New +$2K ﹤0.01% 445

Other funds holding ANZ

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return

Lenox Wealth Management's ANZ Position: Q2 2020 in Review

Lenox Wealth Management increased its AUSTRALIA & NW ZEAL ADS(RP5 SH (ANZ) stake by 41% in Q2 2020, buying an estimated $4.09K and bringing the position to 1,112 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Lenox Wealth Management first reported a position in ANZ in Q1 2018 and has held it in 10 quarters since. The position peaked at $22K in Q2 2019. 9 funds tracked by Wall St. Rank hold ANZ as of Q2 2020.

  • Lenox Wealth Management held 1,112 shares of AUSTRALIA & NW ZEAL ADS(RP5 SH worth $14K as of Q2 2020.
  • Lenox Wealth Management bought 325 AUSTRALIA & NW ZEAL ADS(RP5 SH shares in Q2 2020, an estimated $4.09K.
  • AUSTRALIA & NW ZEAL ADS(RP5 SH made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #393 holding.
  • Lenox Wealth Management first reported a position in AUSTRALIA & NW ZEAL ADS(RP5 SH in Q1 2018 and has held it in 10 quarters since.
  • Lenox Wealth Management's AUSTRALIA & NW ZEAL ADS(RP5 SH position peaked at $22K in Q2 2019.
  • 9 funds tracked by Wall St. Rank held AUSTRALIA & NW ZEAL ADS(RP5 SH as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.