LWM
NSANY

Lenox Wealth Management’s NISSAN MOTOR CO LTD SPONS ADR NSANY Stock Holding History

Lenox Wealth Management’s Portfolio NSANY Stock Details NSANY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$12K Buy
1,654
+513
+45% +$3.72K ﹤0.01% 416
2020
Q1 		$7K Buy
1,141
+1,042
+1,053% +$6.39K ﹤0.01% 448
2019
Q4 		$1K Hold
99
– – ﹤0.01% 692
2019
Q3 		$1K Buy
+99
New +$1K ﹤0.01% 686
2018
Q4 		– Sell
-635
Closed -$12K – 716
2018
Q3 		$12K Buy
635
+330
+108% +$6.24K ﹤0.01% 395
2018
Q2 		$6K Buy
305
+70
+30% +$1.38K ﹤0.01% 424
2018
Q1 		$4K Buy
235
+6
+3% +$102 ﹤0.01% 417
2017
Q4 		$13K Buy
+229
New +$13K ﹤0.01% 365

Other funds holding NSANY

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RHBC
R.H. Bluestein & Co Birmingham, Michigan $1.61B AUM 7.59% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

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

Lenox Wealth Management increased its NISSAN MOTOR CO LTD SPONS ADR (NSANY) stake by 45% in Q2 2020, buying an estimated $3.72K and bringing the position to 1,654 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Lenox Wealth Management first reported a position in NSANY in Q4 2017 and has held it in 8 quarters since. The position peaked at $13K in Q4 2017. 7 funds tracked by Wall St. Rank hold NSANY as of Q2 2020.

  • Lenox Wealth Management held 1,654 shares of NISSAN MOTOR CO LTD SPONS ADR worth $12K as of Q2 2020.
  • Lenox Wealth Management bought 513 NISSAN MOTOR CO LTD SPONS ADR shares in Q2 2020, an estimated $3.72K.
  • NISSAN MOTOR CO LTD SPONS ADR made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #416 holding.
  • Lenox Wealth Management first reported a position in NISSAN MOTOR CO LTD SPONS ADR in Q4 2017 and has held it in 8 quarters since.
  • Lenox Wealth Management's NISSAN MOTOR CO LTD SPONS ADR position peaked at $13K in Q4 2017.
  • 7 funds tracked by Wall St. Rank held NISSAN MOTOR CO LTD SPONS ADR as of Q2 2020.

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