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Kingsview Wealth Management’s LCI Industries LCII Stock Holding History

Kingsview Wealth Management’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
2023
Q1 		– Sell
-5,868
Closed -$542K – 920
2022
Q4 		$542K Buy
+5,868
New +$576K 0.02% 486

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Kingsview Wealth Management's LCII Position: Q1 2023 in Review

Kingsview Wealth Management sold out of LCI Industries (LCII) in Q1 2023, closing a stake of 5,868 shares — an estimated $542K sold.

Kingsview Wealth Management first reported a position in LCII in Q4 2022 and held it in 1 quarter. The position peaked at $542K in Q4 2022. 265 funds tracked by Wall St. Rank hold LCII as of Q1 2023.

  • Kingsview Wealth Management reported no remaining LCI Industries position as of Q1 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 5,868 LCI Industries shares in Q1 2023, an estimated $542K.
  • Kingsview Wealth Management first reported a position in LCI Industries in Q4 2022 and held it in 1 quarter.
  • Kingsview Wealth Management's LCI Industries position peaked at $542K in Q4 2022.
  • 265 funds tracked by Wall St. Rank held LCI Industries as of Q1 2023.

Based on Kingsview Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.