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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Avantax Advisory Services's LCII Position: Q1 2024 in Review

Avantax Advisory Services sold out of LCI Industries (LCII) in Q1 2024, closing a stake of 1,973 shares — an estimated $248K sold.

Avantax Advisory Services first reported a position in LCII in Q1 2021 and held it in 8 quarters. The position peaked at $509K in Q2 2023. 289 funds tracked by Wall St. Rank hold LCII as of Q1 2024.

Avantax Advisory Services reported no remaining LCI Industries position as of Q1 2024 after selling out during the quarter.
Avantax Advisory Services sold 1,973 LCI Industries shares in Q1 2024, an estimated $248K.
Avantax Advisory Services first reported a position in LCI Industries in Q1 2021 and held it in 8 quarters.
Avantax Advisory Services's LCI Industries position peaked at $509K in Q2 2023.
289 funds tracked by Wall St. Rank held LCI Industries as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.