CWS
LCII icon

Confluence Wealth Services’s LCI Industries LCII Stock Holding History

Confluence Wealth Services’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
-39
Closed -$6K – 743
2021
Q4 		$6K Buy
+39
New +$5.8K ﹤0.01% 1020

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

Confluence Wealth Services's LCII Position: Q1 2022 in Review

Confluence Wealth Services sold out of LCI Industries (LCII) in Q1 2022, closing a stake of 39 shares — an estimated $6K sold.

Confluence Wealth Services first reported a position in LCII in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 291 funds tracked by Wall St. Rank hold LCII as of Q1 2022.

  • Confluence Wealth Services reported no remaining LCI Industries position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 39 LCI Industries shares in Q1 2022, an estimated $6K.
  • Confluence Wealth Services first reported a position in LCI Industries in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's LCI Industries position peaked at $6K in Q4 2021.
  • 291 funds tracked by Wall St. Rank held LCI Industries as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.