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Sigma Planning Corp’s LSI Industries LYTS Stock Holding History

Sigma Planning Corp’s Portfolio LYTS Stock Details LYTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-13,980
Closed -$176K – 1263
2023
Q2 		$176K Sell
13,980
-4,947
-26% -$61.9K 0.01% 1115
2023
Q1 		$264K Buy
+18,927
New +$262K 0.01% 1049

Other funds holding LYTS

SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sigma Planning Corp's LYTS Position: Q3 2023 in Review

Sigma Planning Corp sold out of LSI Industries (LYTS) in Q3 2023, closing a stake of 13,980 shares — an estimated $176K sold.

Sigma Planning Corp first reported a position in LYTS in Q1 2023 and held it in 2 quarters. The position peaked at $264K in Q1 2023. 128 funds tracked by Wall St. Rank hold LYTS as of Q3 2023.

  • Sigma Planning Corp reported no remaining LSI Industries position as of Q3 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 13,980 LSI Industries shares in Q3 2023, an estimated $176K.
  • Sigma Planning Corp first reported a position in LSI Industries in Q1 2023 and held it in 2 quarters.
  • Sigma Planning Corp's LSI Industries position peaked at $264K in Q1 2023.
  • 128 funds tracked by Wall St. Rank held LSI Industries as of Q3 2023.

Based on Sigma Planning Corp's 13F filing for Q3 2023, filed 6 Nov 2023.