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Private Wealth Strategies’s LCNB Corp LCNB Stock Holding History

Private Wealth Strategies’s Portfolio LCNB Stock Details LCNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$438K Buy
31,465
+145
+0.5% +$2.08K 0.09% 50
2024
Q1 		$499K Buy
31,320
+135
+0.4% +$2K 0.11% 40
2023
Q4 		$492K Buy
31,185
+819
+3% +$12.1K 0.11% 42
2023
Q3 		$433K Hold
30,366
– – 0.11% 43
2023
Q2 		$448K Buy
30,366
+123
+0.4% +$1.88K 0.11% 45
2023
Q1 		$494K Buy
30,243
+117
+0.4% +$2.08K 0.13% 47
2022
Q4 		$542K Buy
30,126
+106
+0.4% +$1.85K 0.14% 41
2022
Q3 		$477K Buy
30,020
+111
+0.4% +$1.72K 0.14% 41
2022
Q2 		$447K Buy
29,909
+111
+0.4% +$1.8K 0.12% 53
2022
Q1 		$523K Buy
29,798
+93
+0.3% +$1.78K 0.13% 51
2021
Q4 		$580K Buy
29,705
+83
+0.3% +$1.54K 0.13% 51
2021
Q3 		$518K Buy
29,622
+93
+0.3% +$1.59K 0.13% 55
2021
Q2 		$483K Buy
29,529
+91
+0.3% +$1.6K 0.13% 51
2021
Q1 		$516K Buy
29,438
+79
+0.3% +$1.33K 0.14% 50
2020
Q4 		$431K Buy
29,359
+101
+0.3% +$1.47K 0.13% 53
2020
Q3 		$400K Buy
29,258
+96
+0.3% +$1.37K 0.14% 54
2020
Q2 		$465K Buy
29,162
+354
+1% +$4.88K 0.21% 41
2020
Q1 		$363K Buy
28,808
+324
+1% +$5.33K 0.18% 49
2019
Q4 		$550K Buy
+28,484
New +$520K 0.22% 42

Other funds holding LCNB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
LC
LCNB Corp Lebanon, Ohio $297M AUM 22.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return