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Kestra Private Wealth Services’s LGI Homes LGIH Stock Holding History

Kestra Private Wealth Services’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-3,111
Closed -$504K – 948
2021
Q2 		$504K Buy
3,111
+186
+6% +$30.8K 0.03% 504
2021
Q1 		$437K Buy
+2,925
New +$351K 0.03% 485

Other funds holding LGIH

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
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kestra Private Wealth Services's LGIH Position: Q3 2021 in Review

Kestra Private Wealth Services sold out of LGI Homes (LGIH) in Q3 2021, closing a stake of 3,111 shares — an estimated $504K sold.

Kestra Private Wealth Services first reported a position in LGIH in Q1 2021 and held it in 2 quarters. The position peaked at $504K in Q2 2021. 244 funds tracked by Wall St. Rank hold LGIH as of Q3 2021.

  • Kestra Private Wealth Services reported no remaining LGI Homes position as of Q3 2021 after selling out during the quarter.
  • Kestra Private Wealth Services sold 3,111 LGI Homes shares in Q3 2021, an estimated $504K.
  • Kestra Private Wealth Services first reported a position in LGI Homes in Q1 2021 and held it in 2 quarters.
  • Kestra Private Wealth Services's LGI Homes position peaked at $504K in Q2 2021.
  • 244 funds tracked by Wall St. Rank held LGI Homes as of Q3 2021.

Based on Kestra Private Wealth Services's 13F filing for Q3 2021, filed 21 Oct 2021.