Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s LCNB Corp LCNB Stock Holding History

Steward Partners Investment Advisory’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
-500
Closed -$9K – 3313
2022
Q1 		$9K Buy
+500
New +$9.55K ﹤0.01% 2707

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Millennium Management
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Renaissance Technologies
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Johnson Investment Counsel
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
Kennedy Capital Management
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Steward Partners Investment Advisory's LCNB Position: Q2 2022 in Review

Steward Partners Investment Advisory sold out of LCNB Corp (LCNB) in Q2 2022, closing a stake of 500 shares — an estimated $9K sold.

Steward Partners Investment Advisory first reported a position in LCNB in Q1 2022 and held it in 1 quarter. The position peaked at $9K in Q1 2022. 53 funds tracked by Wall St. Rank hold LCNB as of Q2 2022.

  • Steward Partners Investment Advisory reported no remaining LCNB Corp position as of Q2 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 500 LCNB Corp shares in Q2 2022, an estimated $9K.
  • Steward Partners Investment Advisory first reported a position in LCNB Corp in Q1 2022 and held it in 1 quarter.
  • Steward Partners Investment Advisory's LCNB Corp position peaked at $9K in Q1 2022.
  • 53 funds tracked by Wall St. Rank held LCNB Corp as of Q2 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2022, filed 4 Aug 2022.