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B. Riley Wealth Advisors’s LCI Industries LCII Stock Holding History

B. Riley Wealth Advisors’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
-1,737
Closed -$204K – 1512
2024
Q1 		$204K Buy
+1,737
New +$204K 0.01% 1267
2023
Q4 		– Sell
-1,737
Closed -$204K – 1461
2023
Q3 		$204K Buy
+1,737
New +$218K 0.01% 1267
2015
Q1 		– Sell
-56
Closed -$3 – 1344
2014
Q4 		$3 Buy
+56
New +$2.62K ﹤0.01% 3311

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

B. Riley Wealth Advisors's LCII Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of LCI Industries (LCII) in Q2 2024, closing a stake of 1,737 shares — an estimated $204K sold.

B. Riley Wealth Advisors first reported a position in LCII in Q4 2014 and held it in 3 quarters. The position peaked at $204K in Q1 2024. 291 funds tracked by Wall St. Rank hold LCII as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining LCI Industries position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,737 LCI Industries shares in Q2 2024, an estimated $204K.
  • B. Riley Wealth Advisors first reported a position in LCI Industries in Q4 2014 and held it in 3 quarters.
  • B. Riley Wealth Advisors's LCI Industries position peaked at $204K in Q1 2024.
  • 291 funds tracked by Wall St. Rank held LCI Industries as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.