Opal Wealth Advisors’s LCI Industries LCII Stock Holding History

Opal 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
2024 Q3	–	Sell	-49	Closed	-$5.07K	–	734
2024 Q2	$5.07K	Buy	+49	New	+$5.29K	﹤0.01%	802

Other funds holding LCII

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Opal Wealth Advisors's LCII Position: Q3 2024 in Review

Opal Wealth Advisors sold out of LCI Industries (LCII) in Q3 2024, closing a stake of 49 shares — an estimated $5.07K sold.

Opal Wealth Advisors first reported a position in LCII in Q2 2024 and held it in 1 quarter. The position peaked at $5.07K in Q2 2024. 302 funds tracked by Wall St. Rank hold LCII as of Q3 2024.

Opal Wealth Advisors reported no remaining LCI Industries position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 49 LCI Industries shares in Q3 2024, an estimated $5.07K.
Opal Wealth Advisors first reported a position in LCI Industries in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's LCI Industries position peaked at $5.07K in Q2 2024.
302 funds tracked by Wall St. Rank held LCI Industries as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.