LWM
XYZ

Lenox Wealth Management’s Block Inc XYZ Stock Holding History

Lenox Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,050
Closed -$54K – 808
2020
Q1 		$54K Buy
+1,050
New +$71.8K 0.02% 241
2019
Q3 		– Sell
-424
Closed -$30K – 736
2019
Q2 		$30K Buy
424
+90
+27% +$6.29K 0.01% 293
2019
Q1 		$25K Buy
+334
New +$24.2K 0.01% 328

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Lenox Wealth Management sold out of Block Inc (XYZ) in Q2 2020, closing a stake of 1,050 shares — an estimated $54K sold.

Lenox Wealth Management first reported a position in XYZ in Q1 2019 and held it in 3 quarters. The position peaked at $54K in Q1 2020. 865 funds tracked by Wall St. Rank hold XYZ as of Q2 2020.

  • Lenox Wealth Management reported no remaining Block Inc position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 1,050 Block Inc shares in Q2 2020, an estimated $54K.
  • Lenox Wealth Management first reported a position in Block Inc in Q1 2019 and held it in 3 quarters.
  • Lenox Wealth Management's Block Inc position peaked at $54K in Q1 2020.
  • 865 funds tracked by Wall St. Rank held Block Inc as of Q2 2020.

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