CWM
LCII icon

Castle Wealth Management’s LCI Industries LCII Stock Holding History

Castle Wealth Management’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
Q4 		– Sell
-233
Closed -$24K – 385
2022
Q3 		$24K Hold
233
– – 0.01% 307
2022
Q2 		$26K Buy
+233
New +$25.5K 0.02% 293

Other funds holding LCII

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Castle Wealth Management's LCII Position: Q4 2022 in Review

Castle Wealth Management sold out of LCI Industries (LCII) in Q4 2022, closing a stake of 233 shares — an estimated $24K sold.

Castle Wealth Management first reported a position in LCII in Q2 2022 and held it in 2 quarters. The position peaked at $26K in Q2 2022. 268 funds tracked by Wall St. Rank hold LCII as of Q4 2022.

  • Castle Wealth Management reported no remaining LCI Industries position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 233 LCI Industries shares in Q4 2022, an estimated $24K.
  • Castle Wealth Management first reported a position in LCI Industries in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's LCI Industries position peaked at $26K in Q2 2022.
  • 268 funds tracked by Wall St. Rank held LCI Industries as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.