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WAM
Wealthspire Advisors (Maryland)’s
Lennox International
LII
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
LII Stock Details
LII Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-153
Closed
-$40K
–
1311
2019
Q1
$40K
Buy
153
+39
+34%
+$9.32K
﹤0.01%
973
2018
Q4
$25K
Buy
114
+7
+7%
+$1.48K
﹤0.01%
1120
2018
Q3
$23K
Hold
107
–
–
﹤0.01%
1255
2018
Q2
$21K
Sell
107
-7
-6%
-$1.42K
﹤0.01%
1301
2018
Q1
$23K
Buy
114
+4
+4%
+$832
﹤0.01%
1253
2017
Q4
$23K
Buy
110
+15
+16%
+$2.93K
﹤0.01%
1286
2017
Q3
$17K
Sell
95
-22
-19%
-$3.79K
﹤0.01%
1352
2017
Q2
$21K
Buy
117
+22
+23%
+$3.84K
﹤0.01%
1256
2017
Q1
$16K
Buy
95
+6
+7%
+$970
﹤0.01%
1160
2016
Q4
$14K
Buy
89
+56
+170%
+$8.55K
﹤0.01%
1118
2016
Q3
$5K
Sell
33
-345
-91%
-$53.6K
﹤0.01%
1387
2016
Q2
$54K
Buy
378
+149
+65%
+$20.5K
0.01%
715
2016
Q1
$31K
Buy
229
+12
+6%
+$1.49K
0.01%
826
2015
Q4
$27K
Buy
+217
New
+$28K
0.01%
884
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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