Bogart Wealth LLC’s LCNB Corp LCNB Stock Holding History

Bogart Wealth LLC’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
2021 Q3	–	Sell	-1,000	Closed	-$16K	–	749
2021 Q2	$16K	Buy	+1,000	New	+$17.6K	﹤0.01%	375

Other funds holding LCNB

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

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

LCNB Corp Lebanon, Ohio $326M AUM 29.52% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Bogart Wealth LLC's LCNB Position: Q3 2021 in Review

Bogart Wealth LLC sold out of LCNB Corp (LCNB) in Q3 2021, closing a stake of 1,000 shares — an estimated $16K sold.

Bogart Wealth LLC first reported a position in LCNB in Q2 2021 and held it in 1 quarter. The position peaked at $16K in Q2 2021. 56 funds tracked by Wall St. Rank hold LCNB as of Q3 2021.

Bogart Wealth LLC reported no remaining LCNB Corp position as of Q3 2021 after selling out during the quarter.
Bogart Wealth LLC sold 1,000 LCNB Corp shares in Q3 2021, an estimated $16K.
Bogart Wealth LLC first reported a position in LCNB Corp in Q2 2021 and held it in 1 quarter.
Bogart Wealth LLC's LCNB Corp position peaked at $16K in Q2 2021.
56 funds tracked by Wall St. Rank held LCNB Corp as of Q3 2021.

Based on Bogart Wealth LLC's 13F filing for Q3 2021, filed 15 Oct 2021.