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Spire Wealth Management’s LCI Industries LCII Stock Holding History

Spire Wealth Management’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
2025
Q1 		– Sell
-6
Closed -$620 – 2533
2024
Q4 		$620 Buy
+6
New +$692 ﹤0.01% 2421
2023
Q3 		– Sell
-10
Closed -$1.26K – 2421
2023
Q2 		$1.26K Buy
+10
New +$1.15K ﹤0.01% 2271
2022
Q3 		– Sell
-10
Closed -$1K – 2419
2022
Q2 		$1K Sell
10
-35
-78% -$3.83K ﹤0.01% 2531
2022
Q1 		$5K Buy
45
+35
+350% +$4.38K ﹤0.01% 2237
2021
Q4 		$2K Buy
+10
New +$1.49K ﹤0.01% 2777
2021
Q2 		– Sell
-10
Closed -$1K – 2795
2021
Q1 		$1K Buy
+10
New +$1.4K ﹤0.01% 2940

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Vanguard Group
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return