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Capital Performance Advisors’s LCNB Corp LCNB Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-59
Closed -$889 – 1521
2024
Q3 		$889 Buy
+59
New +$870 ﹤0.01% 1962

Other funds holding LCNB

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
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
LC
LCNB Corp Lebanon, Ohio $297M AUM 22.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Capital Performance Advisors's LCNB Position: Q4 2024 in Review

Capital Performance Advisors sold out of LCNB Corp (LCNB) in Q4 2024, closing a stake of 59 shares — an estimated $889 sold.

Capital Performance Advisors first reported a position in LCNB in Q3 2024 and held it in 1 quarter. The position peaked at $889 in Q3 2024. 85 funds tracked by Wall St. Rank hold LCNB as of Q4 2024.

  • Capital Performance Advisors reported no remaining LCNB Corp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 59 LCNB Corp shares in Q4 2024, an estimated $889.
  • Capital Performance Advisors first reported a position in LCNB Corp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's LCNB Corp position peaked at $889 in Q3 2024.
  • 85 funds tracked by Wall St. Rank held LCNB Corp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.