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First Personal Financial Services’s LSI Industries LYTS Stock Holding History

First Personal Financial Services’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
2022
Q4 		– Sell
-118
Closed -$1K – 415
2022
Q3 		$1K Hold
118
– – ﹤0.01% 419
2022
Q2 		$1K Hold
118
– – ﹤0.01% 325
2022
Q1 		$1K Hold
118
– – ﹤0.01% 328
2021
Q4 		$1K Hold
118
– – ﹤0.01% 334
2021
Q3 		$1K Hold
118
– – ﹤0.01% 311
2021
Q2 		$1K Hold
118
– – ﹤0.01% 314
2021
Q1 		$1K Hold
118
– – ﹤0.01% 299
2020
Q4 		$1K Hold
118
– – ﹤0.01% 309
2020
Q3 		$1K Hold
118
– – ﹤0.01% 284
2020
Q2 		$1K Hold
118
– – ﹤0.01% 295
2020
Q1 		$0 Hold
118
– – ﹤0.01% 432
2019
Q4 		$1K Hold
118
– – ﹤0.01% 458
2019
Q3 		$1K Sell
118
-175
-60% -$744 ﹤0.01% 484
2019
Q2 		$1K Sell
293
-8,764
-97% -$29.9K ﹤0.01% 734
2019
Q1 		$24K Sell
9,057
-18,874
-68% -$60.7K 0.01% 378
2018
Q4 		$89K Sell
27,931
-18,923
-40% -$78.9K 0.03% 203
2018
Q3 		$216K Sell
46,854
-6,522
-12% -$32.8K 0.07% 157
2018
Q2 		$285K Sell
53,376
-83,298
-61% -$506K 0.1% 146
2018
Q1 		$1.11M Sell
136,674
-31,970
-19% -$249K 0.24% 95
2017
Q4 		$1.16M Buy
168,644
+10,345
+7% +$69.9K 0.23% 99
2017
Q3 		$1.05M Buy
158,299
+71,665
+83% +$501K 0.22% 95
2017
Q2 		$784K Buy
86,634
+34,893
+67% +$316K 0.17% 113
2017
Q1 		$522K Buy
+51,741
New +$502K 0.13% 123
2015
Q1 		– Sell
-1,090
Closed -$7K – 591
2014
Q4 		$7K Buy
+1,090
New +$7.25K ﹤0.01% 283

Other funds holding LYTS

SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

First Personal Financial Services's LYTS Position: Q4 2022 in Review

First Personal Financial Services sold out of LSI Industries (LYTS) in Q4 2022, closing a stake of 118 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in LYTS in Q4 2014 and held it in 24 quarters. The position peaked at $1.16M in Q4 2017. 99 funds tracked by Wall St. Rank hold LYTS as of Q4 2022.

  • First Personal Financial Services reported no remaining LSI Industries position as of Q4 2022 after selling out during the quarter.
  • First Personal Financial Services sold 118 LSI Industries shares in Q4 2022, an estimated $1K.
  • First Personal Financial Services first reported a position in LSI Industries in Q4 2014 and held it in 24 quarters.
  • First Personal Financial Services's LSI Industries position peaked at $1.16M in Q4 2017.
  • 99 funds tracked by Wall St. Rank held LSI Industries as of Q4 2022.

Based on First Personal Financial Services's 13F filing for Q4 2022, filed 27 Jan 2023.