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Modera Wealth Management’s Lennox International LII Stock Holding History

Modera Wealth Management’s Portfolio LII Stock Details LII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-621
Closed -$201K – 492
2021
Q4 		$201K Buy
+621
New +$194K 0.01% 574

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Impax Asset Management Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Modera Wealth Management's LII Position: Q1 2022 in Review

Modera Wealth Management sold out of Lennox International (LII) in Q1 2022, closing a stake of 621 shares — an estimated $201K sold.

Modera Wealth Management first reported a position in LII in Q4 2021 and held it in 1 quarter. The position peaked at $201K in Q4 2021. 410 funds tracked by Wall St. Rank hold LII as of Q1 2022.

  • Modera Wealth Management reported no remaining Lennox International position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 621 Lennox International shares in Q1 2022, an estimated $201K.
  • Modera Wealth Management first reported a position in Lennox International in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's Lennox International position peaked at $201K in Q4 2021.
  • 410 funds tracked by Wall St. Rank held Lennox International as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.