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Carolinas Wealth Consulting’s LCI Industries LCII Stock Holding History

Carolinas Wealth Consulting’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
2022
Q1 		– Sell
-25
Closed -$4K – 969
2021
Q4 		$4K Sell
25
-2
-7% -$298 ﹤0.01% 739
2021
Q3 		$4K Hold
27
– – ﹤0.01% 704
2021
Q2 		$4K Hold
27
– – ﹤0.01% 732
2021
Q1 		$4K Buy
+27
New +$3.77K ﹤0.01% 741

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Carolinas Wealth Consulting's LCII Position: Q1 2022 in Review

Carolinas Wealth Consulting sold out of LCI Industries (LCII) in Q1 2022, closing a stake of 25 shares — an estimated $4K sold.

Carolinas Wealth Consulting first reported a position in LCII in Q1 2021 and held it in 4 quarters. The position peaked at $4K in Q4 2021. 291 funds tracked by Wall St. Rank hold LCII as of Q1 2022.

  • Carolinas Wealth Consulting reported no remaining LCI Industries position as of Q1 2022 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 25 LCI Industries shares in Q1 2022, an estimated $4K.
  • Carolinas Wealth Consulting first reported a position in LCI Industries in Q1 2021 and held it in 4 quarters.
  • Carolinas Wealth Consulting's LCI Industries position peaked at $4K in Q4 2021.
  • 291 funds tracked by Wall St. Rank held LCI Industries as of Q1 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2022, filed 17 May 2022.