LWM
NDAQ icon

Lenox Wealth Management’s Nasdaq NDAQ Stock Holding History

Lenox Wealth Management’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$972K Buy
24,411
+19,521
+399% +$727K 0.3% 65
2020
Q1 		$154K Buy
4,890
+687
+16% +$24.3K 0.05% 157
2019
Q4 		$150K Buy
4,203
+348
+9% +$11.9K 0.04% 167
2019
Q3 		$127K Buy
3,855
+210
+6% +$6.98K 0.04% 182
2019
Q2 		$116K Buy
3,645
+153
+4% +$4.69K 0.03% 175
2019
Q1 		$102K Buy
3,492
+3,282
+1,563% +$93.5K 0.03% 175
2018
Q4 		$2K Hold
210
– – ﹤0.01% 559
2018
Q3 		$3K Buy
+210
New +$6.47K ﹤0.01% 554

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

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

Lenox Wealth Management increased its Nasdaq (NDAQ) stake by 399% in Q2 2020, buying an estimated $727K and bringing the position to 24,411 shares worth $972K. The position accounts for 0.3% of the portfolio, ranked #65.

Lenox Wealth Management first reported a position in NDAQ in Q3 2018 and has held it in 8 quarters since. 541 funds tracked by Wall St. Rank hold NDAQ as of Q2 2020.

  • Lenox Wealth Management held 24,411 shares of Nasdaq worth $972K as of Q2 2020.
  • Lenox Wealth Management bought 19,521 Nasdaq shares in Q2 2020, an estimated $727K.
  • Nasdaq made up 0.3% of Lenox Wealth Management's portfolio in Q2 2020, its #65 holding.
  • Lenox Wealth Management first reported a position in Nasdaq in Q3 2018 and has held it in 8 quarters since.
  • 541 funds tracked by Wall St. Rank held Nasdaq as of Q2 2020.

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