AAS
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Avantax Advisory Services’s LCI Industries LCII Stock Holding History

Avantax Advisory Services’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
2024
Q1 		– Sell
-1,973
Closed -$248K – 1710
2023
Q4 		$248K Sell
1,973
-2,021
-51% -$232K ﹤0.01% 1344
2023
Q3 		$469K Sell
3,994
-35
-0.9% -$4.38K 0.01% 976
2023
Q2 		$509K Buy
4,029
+1,810
+82% +$207K 0.01% 937
2023
Q1 		$244K Buy
+2,219
New +$243K ﹤0.01% 1263
2022
Q1 		– Sell
-2,905
Closed -$453K – 1332
2021
Q4 		$453K Hold
2,905
– – 0.01% 798
2021
Q3 		$391K Buy
2,905
+203
+8% +$28K 0.01% 809
2021
Q2 		$353K Buy
2,702
+591
+28% +$83K 0.01% 840
2021
Q1 		$278K Buy
+2,111
New +$295K 0.01% 837

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return