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AE Wealth Management’s LCI Industries LCII Stock Holding History

AE Wealth Management’s Portfolio LCII Stock Details LCII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,897
Closed -$612K – 1784
2022
Q1 		$612K Buy
+5,897
New +$738K ﹤0.01% 1129

Other funds holding LCII

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

AE Wealth Management's LCII Position: Q2 2022 in Review

AE Wealth Management sold out of LCI Industries (LCII) in Q2 2022, closing a stake of 5,897 shares — an estimated $612K sold.

AE Wealth Management first reported a position in LCII in Q1 2022 and held it in 1 quarter. The position peaked at $612K in Q1 2022. 285 funds tracked by Wall St. Rank hold LCII as of Q2 2022.

  • AE Wealth Management reported no remaining LCI Industries position as of Q2 2022 after selling out during the quarter.
  • AE Wealth Management sold 5,897 LCI Industries shares in Q2 2022, an estimated $612K.
  • AE Wealth Management first reported a position in LCI Industries in Q1 2022 and held it in 1 quarter.
  • AE Wealth Management's LCI Industries position peaked at $612K in Q1 2022.
  • 285 funds tracked by Wall St. Rank held LCI Industries as of Q2 2022.

Based on AE Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.