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Lenox Wealth Advisors’s LCI Industries LCII Stock Holding History

Lenox Wealth Advisors’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
2021
Q2 		– Sell
-108
Closed -$14K – 758
2021
Q1 		$14K Hold
108
– – ﹤0.01% 363
2020
Q4 		$14K Hold
108
– – ﹤0.01% 372
2020
Q3 		$11K Buy
+108
New +$12.6K ﹤0.01% 364
2019
Q2 		– Sell
-61
Closed -$5K – 508
2019
Q1 		$5K Buy
+61
New +$4.83K ﹤0.01% 369

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Lenox Wealth Advisors's LCII Position: Q2 2021 in Review

Lenox Wealth Advisors sold out of LCI Industries (LCII) in Q2 2021, closing a stake of 108 shares — an estimated $14K sold.

Lenox Wealth Advisors first reported a position in LCII in Q1 2019 and held it in 4 quarters. The position peaked at $14K in Q1 2021. 259 funds tracked by Wall St. Rank hold LCII as of Q2 2021.

  • Lenox Wealth Advisors reported no remaining LCI Industries position as of Q2 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 108 LCI Industries shares in Q2 2021, an estimated $14K.
  • Lenox Wealth Advisors first reported a position in LCI Industries in Q1 2019 and held it in 4 quarters.
  • Lenox Wealth Advisors's LCI Industries position peaked at $14K in Q1 2021.
  • 259 funds tracked by Wall St. Rank held LCI Industries as of Q2 2021.

Based on Lenox Wealth Advisors's 13F filing for Q2 2021, filed 8 Jul 2021.