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Spire Wealth Management’s LSI Industries LYTS Stock Holding History

Spire Wealth Management’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
2024
Q1 		– Sell
-814
Closed -$11K – 2362
2023
Q4 		$11K Sell
814
-89,941
-99% -$1.27M ﹤0.01% 1730
2023
Q3 		$1.44M Buy
90,755
+15,616
+21% +$218K 0.05% 263
2023
Q2 		$944K Buy
+75,139
New +$941K 0.03% 358

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
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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

Spire Wealth Management's LYTS Position: Q1 2024 in Review

Spire Wealth Management sold out of LSI Industries (LYTS) in Q1 2024, closing a stake of 814 shares — an estimated $11K sold.

Spire Wealth Management first reported a position in LYTS in Q2 2023 and held it in 3 quarters. The position peaked at $1.44M in Q3 2023. 124 funds tracked by Wall St. Rank hold LYTS as of Q1 2024.

  • Spire Wealth Management reported no remaining LSI Industries position as of Q1 2024 after selling out during the quarter.
  • Spire Wealth Management sold 814 LSI Industries shares in Q1 2024, an estimated $11K.
  • Spire Wealth Management first reported a position in LSI Industries in Q2 2023 and held it in 3 quarters.
  • Spire Wealth Management's LSI Industries position peaked at $1.44M in Q3 2023.
  • 124 funds tracked by Wall St. Rank held LSI Industries as of Q1 2024.

Based on Spire Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.