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SYSTM Wealth Solutions’s LCI Industries LCII Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-116
Closed -$12K – 391
2024
Q2 		$12K Sell
116
-397
-77% -$42.9K ﹤0.01% 452
2024
Q1 		$63.2K Buy
513
+4
+0.8% +$471 0.01% 547
2023
Q4 		$64K Buy
+509
New +$58.6K 0.01% 538

Other funds holding LCII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

SYSTM Wealth Solutions's LCII Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of LCI Industries (LCII) in Q3 2024, closing a stake of 116 shares — an estimated $12K sold.

SYSTM Wealth Solutions first reported a position in LCII in Q4 2023 and held it in 3 quarters. The position peaked at $64K in Q4 2023. 302 funds tracked by Wall St. Rank hold LCII as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining LCI Industries position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 116 LCI Industries shares in Q3 2024, an estimated $12K.
  • SYSTM Wealth Solutions first reported a position in LCI Industries in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's LCI Industries position peaked at $64K in Q4 2023.
  • 302 funds tracked by Wall St. Rank held LCI Industries as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.