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Advanced Asset Management Advisors’s LCNB Corp LCNB Stock Holding History

Advanced Asset Management Advisors’s Portfolio LCNB Stock Details LCNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,730
Closed -$121K – 167
2022
Q4 		$121K Buy
+6,730
New +$118K 0.03% 80
2019
Q4 		– Sell
-49,767
Closed -$883K – 128
2019
Q3 		$883K Buy
+49,767
New +$872K 0.28% 71

Other funds holding LCNB

RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
LC
LCNB Corp Lebanon, Ohio $326M AUM 29.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Advanced Asset Management Advisors's LCNB Position: Q1 2023 in Review

Advanced Asset Management Advisors sold out of LCNB Corp (LCNB) in Q1 2023, closing a stake of 6,730 shares — an estimated $121K sold.

Advanced Asset Management Advisors first reported a position in LCNB in Q3 2019 and held it in 2 quarters. The position peaked at $883K in Q3 2019. 55 funds tracked by Wall St. Rank hold LCNB as of Q1 2023.

  • Advanced Asset Management Advisors reported no remaining LCNB Corp position as of Q1 2023 after selling out during the quarter.
  • Advanced Asset Management Advisors sold 6,730 LCNB Corp shares in Q1 2023, an estimated $121K.
  • Advanced Asset Management Advisors first reported a position in LCNB Corp in Q3 2019 and held it in 2 quarters.
  • Advanced Asset Management Advisors's LCNB Corp position peaked at $883K in Q3 2019.
  • 55 funds tracked by Wall St. Rank held LCNB Corp as of Q1 2023.

Based on Advanced Asset Management Advisors's 13F filing for Q1 2023, filed 11 May 2023.