Arete Wealth Advisors’s LSI Industries LYTS Stock Holding History

Arete Wealth Advisors’s Portfolio LYTS Stock Details LYTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-22,927	Closed	-$364K	–	763
2023 Q3	$364K	Buy	+22,927	New	+$320K	0.06%	301

Other funds holding LYTS

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

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

Arete Wealth Advisors's LYTS Position: Q4 2023 in Review

Arete Wealth Advisors sold out of LSI Industries (LYTS) in Q4 2023, closing a stake of 22,927 shares — an estimated $364K sold.

Arete Wealth Advisors first reported a position in LYTS in Q3 2023 and held it in 1 quarter. The position peaked at $364K in Q3 2023. 131 funds tracked by Wall St. Rank hold LYTS as of Q4 2023.

Arete Wealth Advisors reported no remaining LSI Industries position as of Q4 2023 after selling out during the quarter.
Arete Wealth Advisors sold 22,927 LSI Industries shares in Q4 2023, an estimated $364K.
Arete Wealth Advisors first reported a position in LSI Industries in Q3 2023 and held it in 1 quarter.
Arete Wealth Advisors's LSI Industries position peaked at $364K in Q3 2023.
131 funds tracked by Wall St. Rank held LSI Industries as of Q4 2023.

Based on Arete Wealth Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.