CM Wealth Advisors’s LCI Industries LCII Stock Holding History

CM Wealth Advisors’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
2023 Q2	–	Sell	-5,820	Closed	-$633K	–	305
2023 Q1	$633K	Buy	+5,820	New	+$637K	0.12%	224

Other funds holding LCII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CM Wealth Advisors's LCII Position: Q2 2023 in Review

CM Wealth Advisors sold out of LCI Industries (LCII) in Q2 2023, closing a stake of 5,820 shares — an estimated $633K sold.

CM Wealth Advisors first reported a position in LCII in Q1 2023 and held it in 1 quarter. The position peaked at $633K in Q1 2023. 272 funds tracked by Wall St. Rank hold LCII as of Q2 2023.

CM Wealth Advisors reported no remaining LCI Industries position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 5,820 LCI Industries shares in Q2 2023, an estimated $633K.
CM Wealth Advisors first reported a position in LCI Industries in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's LCI Industries position peaked at $633K in Q1 2023.
272 funds tracked by Wall St. Rank held LCI Industries as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.