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High Net Worth Advisory Group’s LCI Industries LCII Stock Holding History

High Net Worth Advisory Group’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
-116
Closed -$12K – 660
2022
Q3 		$12K Hold
116
– – 0.01% 510
2022
Q2 		$13K Hold
116
– – 0.01% 500
2022
Q1 		$12K Hold
116
– – ﹤0.01% 512
2021
Q4 		$18K Buy
+116
New +$17.3K 0.01% 475

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 $3.38T AUM 44.17% 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

High Net Worth Advisory Group's LCII Position: Q4 2022 in Review

High Net Worth Advisory Group sold out of LCI Industries (LCII) in Q4 2022, closing a stake of 116 shares — an estimated $12K sold.

High Net Worth Advisory Group first reported a position in LCII in Q4 2021 and held it in 4 quarters. The position peaked at $18K in Q4 2021. 268 funds tracked by Wall St. Rank hold LCII as of Q4 2022.

  • High Net Worth Advisory Group reported no remaining LCI Industries position as of Q4 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 116 LCI Industries shares in Q4 2022, an estimated $12K.
  • High Net Worth Advisory Group first reported a position in LCI Industries in Q4 2021 and held it in 4 quarters.
  • High Net Worth Advisory Group's LCI Industries position peaked at $18K in Q4 2021.
  • 268 funds tracked by Wall St. Rank held LCI Industries as of Q4 2022.

Based on High Net Worth Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.