Wealthcare Advisory Partners’s Lennox International LII Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-48	Closed	-$15K	–	1278
2021 Q1	$15K	Buy	+48	New	+$13.9K	﹤0.01%	1319
2020 Q2	–	Sell	-30	Closed	-$5K	–	911
2020 Q1	$5K	Hold	30	–	–	﹤0.01%	1106
2019 Q4	$7K	Hold	30	–	–	﹤0.01%	1034
2019 Q3	$7K	Hold	30	–	–	﹤0.01%	1001
2019 Q2	$8K	Hold	30	–	–	﹤0.01%	960
2019 Q1	$8K	Hold	30	–	–	﹤0.01%	868
2018 Q4	$7K	Hold	30	–	–	﹤0.01%	863
2018 Q3	$7K	Hold	30	–	–	﹤0.01%	934
2018 Q2	$6K	Hold	30	–	–	﹤0.01%	947
2018 Q1	$6K	Hold	30	–	–	﹤0.01%	807
2017 Q4	$6K	Hold	30	–	–	﹤0.01%	758
2017 Q3	$5K	Buy	+30	New	+$5.16K	﹤0.01%	646

Other funds holding LII

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Wealthcare Advisory Partners's LII Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Lennox International (LII) in Q2 2021, closing a stake of 48 shares — an estimated $15K sold.

Wealthcare Advisory Partners first reported a position in LII in Q3 2017 and held it in 12 quarters. The position peaked at $15K in Q1 2021. 430 funds tracked by Wall St. Rank hold LII as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Lennox International position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 48 Lennox International shares in Q2 2021, an estimated $15K.
Wealthcare Advisory Partners first reported a position in Lennox International in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Lennox International position peaked at $15K in Q1 2021.
430 funds tracked by Wall St. Rank held Lennox International as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.