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Capital Performance Advisors’s LSI Industries LYTS Stock Holding History

Capital Performance Advisors’s Portfolio LYTS Stock Details LYTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-20
Closed -$323 – 1601
2024
Q3 		$323 Buy
+20
New +$306 ﹤0.01% 2432

Other funds holding LYTS

SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital Performance Advisors sold out of LSI Industries (LYTS) in Q4 2024, closing a stake of 20 shares — an estimated $323 sold.

Capital Performance Advisors first reported a position in LYTS in Q3 2024 and held it in 1 quarter. The position peaked at $323 in Q3 2024. 151 funds tracked by Wall St. Rank hold LYTS as of Q4 2024.

  • Capital Performance Advisors reported no remaining LSI Industries position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 20 LSI Industries shares in Q4 2024, an estimated $323.
  • Capital Performance Advisors first reported a position in LSI Industries in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's LSI Industries position peaked at $323 in Q3 2024.
  • 151 funds tracked by Wall St. Rank held LSI Industries as of Q4 2024.

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