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Lenox Wealth Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Lenox Wealth Management’s Portfolio CWI Stock Details CWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$90K Buy
3,975
+72
+2% +$1.54K 0.03% 209
2020
Q1 		$76K Sell
3,903
-80
-2% -$1.89K 0.03% 209
2019
Q4 		$103K Buy
3,983
+2,117
+113% +$53K 0.03% 213
2019
Q3 		$44K Buy
1,866
+573
+44% +$13.7K 0.01% 277
2019
Q2 		$31K Buy
1,293
+1,171
+960% +$28.3K 0.01% 286
2019
Q1 		$3K Buy
+122
New +$2.86K ﹤0.01% 574

Other funds holding CWI

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

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

Lenox Wealth Management increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 1.8% in Q2 2020, buying an estimated $1.54K and bringing the position to 3,975 shares worth $90K. The position accounts for 0.03% of the portfolio, ranked #209.

Lenox Wealth Management first reported a position in CWI in Q1 2019 and has held it in 6 quarters since. The position peaked at $103K in Q4 2019. 148 funds tracked by Wall St. Rank hold CWI as of Q2 2020.

  • Lenox Wealth Management held 3,975 shares of State Street SPDR MSCI ACWI ex-US ETF worth $90K as of Q2 2020.
  • Lenox Wealth Management bought 72 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2020, an estimated $1.54K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.03% of Lenox Wealth Management's portfolio in Q2 2020, its #209 holding.
  • Lenox Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2019 and has held it in 6 quarters since.
  • Lenox Wealth Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $103K in Q4 2019.
  • 148 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2020.

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