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Prospera Financial Services’s LCNB Corp LCNB Stock Holding History

Prospera Financial Services’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
2022
Q2 		– Sell
-335
Closed -$6K – 2165
2022
Q1 		$6K Buy
+335
New +$6.4K ﹤0.01% 2215
2020
Q4 		– Sell
-335
Closed -$5K – 1160
2020
Q3 		$5K Buy
+335
New +$4.77K ﹤0.01% 1290

Other funds holding LCNB

RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
LC
LCNB Corp Lebanon, Ohio $326M AUM 29.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Prospera Financial Services's LCNB Position: Q2 2022 in Review

Prospera Financial Services sold out of LCNB Corp (LCNB) in Q2 2022, closing a stake of 335 shares — an estimated $6K sold.

Prospera Financial Services first reported a position in LCNB in Q3 2020 and held it in 2 quarters. The position peaked at $6K in Q1 2022. 53 funds tracked by Wall St. Rank hold LCNB as of Q2 2022.

  • Prospera Financial Services reported no remaining LCNB Corp position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 335 LCNB Corp shares in Q2 2022, an estimated $6K.
  • Prospera Financial Services first reported a position in LCNB Corp in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's LCNB Corp position peaked at $6K in Q1 2022.
  • 53 funds tracked by Wall St. Rank held LCNB Corp as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.