LWM
IFX

Lenox Wealth Management’s INFINEON TECH AG ADS(REP1 ORD) IFX Stock Holding History

Lenox Wealth Management’s Portfolio IFX Stock Details IFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-550
Closed -$12K – 802
2019
Q4 		$12K Hold
550
– – ﹤0.01% 424
2019
Q3 		$9K Buy
550
+339
+161% +$5.55K ﹤0.01% 468
2019
Q2 		$3K Sell
211
-524
-71% -$7.45K ﹤0.01% 581
2019
Q1 		$15K Buy
735
+645
+717% +$13.2K ﹤0.01% 398
2018
Q4 		$10K Buy
+90
New +$10K ﹤0.01% 399
2018
Q3 		– Sell
-49
Closed -$1K – 684
2018
Q2 		$1K Buy
+49
New +$1K ﹤0.01% 552

Other funds holding IFX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Lenox Wealth Management's IFX Position: Q1 2020 in Review

Lenox Wealth Management sold out of INFINEON TECH AG ADS(REP1 ORD) (IFX) in Q1 2020, closing a stake of 550 shares — an estimated $12K sold.

Lenox Wealth Management first reported a position in IFX in Q2 2018 and held it in 6 quarters. The position peaked at $15K in Q1 2019. 24 funds tracked by Wall St. Rank hold IFX as of Q1 2020.

  • Lenox Wealth Management reported no remaining INFINEON TECH AG ADS(REP1 ORD) position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 550 INFINEON TECH AG ADS(REP1 ORD) shares in Q1 2020, an estimated $12K.
  • Lenox Wealth Management first reported a position in INFINEON TECH AG ADS(REP1 ORD) in Q2 2018 and held it in 6 quarters.
  • Lenox Wealth Management's INFINEON TECH AG ADS(REP1 ORD) position peaked at $15K in Q1 2019.
  • 24 funds tracked by Wall St. Rank held INFINEON TECH AG ADS(REP1 ORD) as of Q1 2020.

Based on Lenox Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.