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TCI Wealth Advisors’s LCI Industries LCII Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-122
Closed -$13.4K – 1301
2023
Q1 		$13.4K Buy
122
+46
+61% +$5.03K ﹤0.01% 910
2022
Q4 		$7.03K Sell
76
-45
-37% -$4.42K ﹤0.01% 1310
2022
Q3 		$12K Buy
121
+2
+2% +$243 ﹤0.01% 912
2022
Q2 		$13K Buy
119
+91
+325% +$9.95K ﹤0.01% 856
2022
Q1 		$3K Sell
28
-38
-58% -$4.76K ﹤0.01% 1888
2021
Q4 		$10K Buy
66
+2
+3% +$298 ﹤0.01% 1175
2021
Q3 		$9K Buy
64
+36
+129% +$4.97K ﹤0.01% 1175
2021
Q2 		$4K Sell
28
-18
-39% -$2.53K ﹤0.01% 1592
2021
Q1 		$6K Buy
46
+18
+64% +$2.52K ﹤0.01% 1154
2020
Q4 		$4K Hold
28
– – ﹤0.01% 978
2020
Q3 		$3K Hold
28
– – ﹤0.01% 963
2020
Q2 		$3K Buy
28
+12
+75% +$1.1K ﹤0.01% 915
2020
Q1 		$1K Sell
16
-12
-43% -$1.17K ﹤0.01% 1272
2019
Q4 		$3K Sell
28
-49
-64% -$4.96K ﹤0.01% 1029
2019
Q3 		$7K Buy
77
+61
+381% +$5.42K ﹤0.01% 728
2019
Q2 		$1K Hold
16
– – ﹤0.01% 1233
2019
Q1 		$1K Hold
16
– – ﹤0.01% 1250
2018
Q4 		$1K Buy
16
+5
+45% +$364 ﹤0.01% 1249
2018
Q3 		$1K Hold
11
– – ﹤0.01% 1258
2018
Q2 		$1K Hold
11
– – ﹤0.01% 1319
2018
Q1 		$1K Hold
11
– – ﹤0.01% 1171
2017
Q4 		$1K Hold
11
– – ﹤0.01% 1221
2017
Q3 		$1K Hold
11
– – ﹤0.01% 1146
2017
Q2 		$1K Hold
11
– – ﹤0.01% 1160
2017
Q1 		$1K Hold
11
– – ﹤0.01% 1120
2016
Q4 		$1K Hold
11
– – ﹤0.01% 1187
2016
Q3 		$1K Hold
11
– – ﹤0.01% 1153
2016
Q2 		$1K Buy
+11
New +$792 ﹤0.01% 1093

Other funds holding LCII

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TCI Wealth Advisors's LCII Position: Q2 2023 in Review

TCI Wealth Advisors sold out of LCI Industries (LCII) in Q2 2023, closing a stake of 122 shares — an estimated $13.4K sold.

TCI Wealth Advisors first reported a position in LCII in Q2 2016 and held it in 28 quarters. The position peaked at $13.4K in Q1 2023. 272 funds tracked by Wall St. Rank hold LCII as of Q2 2023.

  • TCI Wealth Advisors reported no remaining LCI Industries position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 122 LCI Industries shares in Q2 2023, an estimated $13.4K.
  • TCI Wealth Advisors first reported a position in LCI Industries in Q2 2016 and held it in 28 quarters.
  • TCI Wealth Advisors's LCI Industries position peaked at $13.4K in Q1 2023.
  • 272 funds tracked by Wall St. Rank held LCI Industries as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.