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B. Riley Wealth Advisors’s LCNB Corp LCNB Stock Holding History

B. Riley Wealth Advisors’s Portfolio LCNB Stock Details LCNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-95,027
Closed -$1.67M – 1317
2022
Q1 		$1.67M Hold
95,027
– – 0.05% 343
2021
Q4 		$1.86M Sell
95,027
-3,800
-4% -$70.4K 0.05% 376
2021
Q3 		$1.73M Sell
98,827
-1,598
-2% -$27.3K 0.06% 375
2021
Q2 		$1.64M Hold
100,425
– – 0.05% 385
2021
Q1 		$1.76M Buy
+100,425
New +$1.69M 0.06% 340

Other funds holding LCNB

RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
LC
LCNB Corp Lebanon, Ohio $326M AUM 29.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

B. Riley Wealth Advisors's LCNB Position: Q2 2022 in Review

B. Riley Wealth Advisors sold out of LCNB Corp (LCNB) in Q2 2022, closing a stake of 95,027 shares — an estimated $1.67M sold.

B. Riley Wealth Advisors first reported a position in LCNB in Q1 2021 and held it in 5 quarters. The position peaked at $1.86M in Q4 2021. 53 funds tracked by Wall St. Rank hold LCNB as of Q2 2022.

  • B. Riley Wealth Advisors reported no remaining LCNB Corp position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 95,027 LCNB Corp shares in Q2 2022, an estimated $1.67M.
  • B. Riley Wealth Advisors first reported a position in LCNB Corp in Q1 2021 and held it in 5 quarters.
  • B. Riley Wealth Advisors's LCNB Corp position peaked at $1.86M in Q4 2021.
  • 53 funds tracked by Wall St. Rank held LCNB Corp as of Q2 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.