CM Wealth Advisors’s LSI Industries LYTS Stock Holding History

CM Wealth 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
2023 Q2	–	Sell	-51,249	Closed	-$636K	–	312
2023 Q1	$636K	Buy	+51,249	New	+$708K	0.12%	221

Other funds holding LYTS

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ACM

Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

CM Wealth Advisors sold out of LSI Industries (LYTS) in Q2 2023, closing a stake of 51,249 shares — an estimated $636K sold.

CM Wealth Advisors first reported a position in LYTS in Q1 2023 and held it in 1 quarter. The position peaked at $636K in Q1 2023. 123 funds tracked by Wall St. Rank hold LYTS as of Q2 2023.

CM Wealth Advisors reported no remaining LSI Industries position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 51,249 LSI Industries shares in Q2 2023, an estimated $636K.
CM Wealth Advisors first reported a position in LSI Industries in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's LSI Industries position peaked at $636K in Q1 2023.
123 funds tracked by Wall St. Rank held LSI Industries as of Q2 2023.

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