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TRUE Private Wealth Advisors’s Lennox International LII Stock Holding History

TRUE Private Wealth Advisors’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
2020
Q1 		– Sell
-57
Closed -$13K – 756
2019
Q4 		$13K Buy
+57
New +$14.1K ﹤0.01% 555
2018
Q4 		– Sell
-613
Closed -$134K – 629
2018
Q3 		$134K Buy
+613
New +$134K 0.02% 313

Other funds holding LII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SWM
Southern Wealth Management Dallas, Texas $258M AUM 8.53% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TRUE Private Wealth Advisors's LII Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of Lennox International (LII) in Q1 2020, closing a stake of 57 shares — an estimated $13K sold.

TRUE Private Wealth Advisors first reported a position in LII in Q3 2018 and held it in 2 quarters. The position peaked at $134K in Q3 2018. 370 funds tracked by Wall St. Rank hold LII as of Q1 2020.

  • TRUE Private Wealth Advisors reported no remaining Lennox International position as of Q1 2020 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 57 Lennox International shares in Q1 2020, an estimated $13K.
  • TRUE Private Wealth Advisors first reported a position in Lennox International in Q3 2018 and held it in 2 quarters.
  • TRUE Private Wealth Advisors's Lennox International position peaked at $134K in Q3 2018.
  • 370 funds tracked by Wall St. Rank held Lennox International as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.