LWM
BF

Lenox Wealth Management’s BASF AKTIENGESELLT ADS(RP1 ORD BF Stock Holding History

Lenox Wealth Management’s Portfolio BF Stock Details BF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$15K Buy
1,033
+800
+343% +$11.6K ﹤0.01% 385
2020
Q1 		$2K Sell
233
-1,055
-82% -$9.06K ﹤0.01% 633
2019
Q4 		$24K Buy
1,288
+13
+1% +$242 0.01% 346
2019
Q3 		$22K Sell
1,275
-197
-13% -$3.4K 0.01% 353
2019
Q2 		$26K Buy
1,472
+334
+29% +$5.9K 0.01% 320
2019
Q1 		$21K Buy
1,138
+58
+5% +$1.07K 0.01% 349
2018
Q4 		$19K Buy
1,080
+294
+37% +$5.17K 0.01% 303
2018
Q3 		$17K Sell
786
-8,491
-92% -$184K 0.01% 350
2018
Q2 		$222K Buy
9,277
+3,268
+54% +$78.2K 0.07% 131
2018
Q1 		$152K Buy
6,009
+1,460
+32% +$36.9K 0.05% 144
2017
Q4 		$125K Buy
4,549
+3,497
+332% +$96.1K 0.04% 146
2017
Q3 		$112K Buy
1,052
+150
+17% +$16K 0.04% 155
2017
Q2 		$84K Buy
+902
New +$84K 0.03% 166

Other funds holding BF

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return
PVWM
Point View Wealth Management Summit, New Jersey $246M AUM 10.77% 1-Year Est. Return
AC
Abbrea Capital Greenbrae, California $755M AUM 24.68% 1-Year Est. Return

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

Lenox Wealth Management increased its BASF AKTIENGESELLT ADS(RP1 ORD (BF) stake by 343% in Q2 2020, buying an estimated $11.6K and bringing the position to 1,033 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Lenox Wealth Management first reported a position in BF in Q2 2017 and has held it in 13 quarters since. The position peaked at $222K in Q2 2018. 25 funds tracked by Wall St. Rank hold BF as of Q2 2020.

  • Lenox Wealth Management held 1,033 shares of BASF AKTIENGESELLT ADS(RP1 ORD worth $15K as of Q2 2020.
  • Lenox Wealth Management bought 800 BASF AKTIENGESELLT ADS(RP1 ORD shares in Q2 2020, an estimated $11.6K.
  • BASF AKTIENGESELLT ADS(RP1 ORD made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #385 holding.
  • Lenox Wealth Management first reported a position in BASF AKTIENGESELLT ADS(RP1 ORD in Q2 2017 and has held it in 13 quarters since.
  • Lenox Wealth Management's BASF AKTIENGESELLT ADS(RP1 ORD position peaked at $222K in Q2 2018.
  • 25 funds tracked by Wall St. Rank held BASF AKTIENGESELLT ADS(RP1 ORD as of Q2 2020.

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