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Avior Wealth Management’s LCI Industries LCII Stock Holding History

Avior 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
2024
Q2 		– Sell
-164
Closed -$20.2K – 3058
2024
Q1 		$20.2K Buy
+164
New +$19.3K ﹤0.01% 1597

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

Avior Wealth Management's LCII Position: Q2 2024 in Review

Avior Wealth Management sold out of LCI Industries (LCII) in Q2 2024, closing a stake of 164 shares — an estimated $20.2K sold.

Avior Wealth Management first reported a position in LCII in Q1 2024 and held it in 1 quarter. The position peaked at $20.2K in Q1 2024. 291 funds tracked by Wall St. Rank hold LCII as of Q2 2024.

  • Avior Wealth Management reported no remaining LCI Industries position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 164 LCI Industries shares in Q2 2024, an estimated $20.2K.
  • Avior Wealth Management first reported a position in LCI Industries in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's LCI Industries position peaked at $20.2K in Q1 2024.
  • 291 funds tracked by Wall St. Rank held LCI Industries as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.