Lenox Wealth Management’s Goldman Sachs JUST US Large Cap Equity ETF JUST Stock Holding History

Lenox Wealth Management’s Portfolio JUST Stock Details JUST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$10K	Hold	242	–	–	﹤0.01%	436
2020 Q1	$8K	Hold	242	–	–	﹤0.01%	421
2019 Q4	$11K	Hold	242	–	–	﹤0.01%	433
2019 Q3	$10K	Hold	242	–	–	﹤0.01%	452
2019 Q2	$10K	Buy	+242	New	+$9.99K	﹤0.01%	437

Other funds holding JUST

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WPIC

White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return

BEC

Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return

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

Lenox Wealth Management held its Goldman Sachs JUST US Large Cap Equity ETF (JUST) position steady in Q2 2020 at 242 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Lenox Wealth Management first reported a position in JUST in Q2 2019 and has held it in 5 quarters since. The position peaked at $11K in Q4 2019. 45 funds tracked by Wall St. Rank hold JUST as of Q2 2020.

Lenox Wealth Management held 242 shares of Goldman Sachs JUST US Large Cap Equity ETF worth $10K as of Q2 2020.
Lenox Wealth Management left its Goldman Sachs JUST US Large Cap Equity ETF share count unchanged in Q2 2020.
Goldman Sachs JUST US Large Cap Equity ETF made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #436 holding.
Lenox Wealth Management first reported a position in Goldman Sachs JUST US Large Cap Equity ETF in Q2 2019 and has held it in 5 quarters since.
Lenox Wealth Management's Goldman Sachs JUST US Large Cap Equity ETF position peaked at $11K in Q4 2019.
45 funds tracked by Wall St. Rank held Goldman Sachs JUST US Large Cap Equity ETF as of Q2 2020.

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